AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 717,149 shares; 2024Q4: 767,733 shares; 2025Q1: 790,483 shares; 2025Q2: 832,443 shares; 2025Q3: 844,124 shares; 2025Q4: 844,258 shares; 2026Q1: 858,322 shares 858,322 $218M 3.51% +14,064 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,080,006 shares; 2024Q4: 1,102,339 shares; 2025Q1: 1,047,822 shares; 2025Q2: 1,036,142 shares; 2025Q3: 1,129,854 shares; 2025Q4: 1,166,832 shares; 2026Q1: 1,120,171 shares 1,120,171 $195M 3.15% -46,661 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,981 shares; 2024Q4: 220,836 shares; 2025Q1: 235,856 shares; 2025Q2: 254,791 shares; 2025Q3: 262,989 shares; 2025Q4: 275,124 shares; 2026Q1: 292,123 shares 292,123 $108M 1.74% +16,999 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328,967 shares; 2024Q4: 366,509 shares; 2025Q1: 382,116 shares; 2025Q2: 437,444 shares; 2025Q3: 455,407 shares; 2025Q4: 425,315 shares; 2026Q1: 453,861 shares 453,861 $94.5M 1.52% +28,546 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,262 shares; 2024Q4: 204,314 shares; 2025Q1: 214,430 shares; 2025Q2: 238,104 shares; 2025Q3: 248,959 shares; 2025Q4: 286,930 shares; 2026Q1: 286,101 shares 286,101 $82.3M 1.33% -829 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,340 shares; 2024Q4: 142,582 shares; 2025Q1: 144,909 shares; 2025Q2: 136,822 shares; 2025Q3: 139,026 shares; 2025Q4: 153,898 shares; 2026Q1: 139,784 shares 139,784 $80.8M 1.3% -14,114 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 890,380 shares; 2024Q4: 860,075 shares; 2025Q1: 955,665 shares; 2025Q2: 1,060,141 shares; 2025Q3: 1,090,919 shares; 2025Q4: 1,113,908 shares; 2026Q1: 1,171,062 shares 1,171,062 $80M 1.29% +57,154 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 439,793 shares; 2024Q4: 436,896 shares; 2025Q1: 453,925 shares; 2025Q2: 447,698 shares; 2025Q3: 431,239 shares; 2025Q4: 417,546 shares; 2026Q1: 413,557 shares 413,557 $70.2M 1.13% -3,989 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,395 shares; 2024Q4: 172,581 shares; 2025Q1: 178,789 shares; 2025Q2: 222,489 shares; 2025Q3: 239,509 shares; 2025Q4: 233,284 shares; 2026Q1: 232,028 shares 232,028 $68.3M 1.1% -1,256 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,500 shares; 2024Q4: 60,533 shares; 2025Q1: 66,537 shares; 2025Q2: 69,389 shares; 2025Q3: 80,987 shares; 2025Q4: 301,746 shares; 2026Q1: 301,881 shares 301,881 $68.2M 1.1% +135 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,923 shares; 2024Q4: 126,524 shares; 2025Q1: 131,157 shares; 2025Q2: 241,695 shares; 2025Q3: 246,535 shares; 2025Q4: 248,629 shares; 2026Q1: 236,351 shares 236,351 $67.8M 1.09% -12,278 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,620 shares; 2024Q4: 103,686 shares; 2025Q1: 105,607 shares; 2025Q2: 75,050 shares; 2025Q3: 71,665 shares; 2025Q4: 88,450 shares; 2026Q1: 95,444 shares 95,444 $67.6M 1.09% +6,994 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226,192 shares; 2024Q4: 264,412 shares; 2025Q1: 270,796 shares; 2025Q2: 231,326 shares; 2025Q3: 222,501 shares; 2025Q4: 210,078 shares; 2026Q1: 218,121 shares 218,121 $67.5M 1.09% +8,043 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,964 shares; 2024Q4: 40,480 shares; 2025Q1: 42,308 shares; 2025Q2: 160,532 shares; 2025Q3: 155,503 shares; 2025Q4: 154,785 shares; 2026Q1: 140,042 shares 140,042 $67.1M 1.08% -14,743 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,242 shares; 2024Q4: 112,436 shares; 2025Q1: 103,964 shares; 2025Q2: 112,894 shares; 2025Q3: 103,308 shares; 2025Q4: 98,585 shares; 2026Q1: 93,093 shares 93,093 $60.6M 0.98% -5,492 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 538,081 shares; 2024Q4: 782,493 shares; 2025Q1: 989,668 shares; 2025Q2: 1,074,317 shares; 2025Q3: 1,186,243 shares; 2025Q4: 1,307,483 shares; 2026Q1: 1,440,378 shares 1,440,378 $57.9M 0.93% +132,895 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303,875 shares; 2024Q4: 348,666 shares; 2025Q1: 338,775 shares; 2025Q2: 450,306 shares; 2025Q3: 438,666 shares; 2025Q4: 436,065 shares; 2026Q1: 431,179 shares 431,179 $53.6M 0.86% -4,886 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,711 shares; 2024Q4: 66,469 shares; 2025Q1: 68,065 shares; 2025Q2: 94,132 shares; 2025Q3: 79,053 shares; 2025Q4: 80,570 shares; 2026Q1: 80,037 shares 80,037 $52.3M 0.84% -533 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,693 shares; 2024Q4: 55,657 shares; 2025Q1: 61,168 shares; 2025Q2: 66,882 shares; 2025Q3: 68,069 shares; 2025Q4: 77,523 shares; 2026Q1: 86,934 shares 86,934 $49.8M 0.8% +9,411 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 664,825 shares; 2024Q4: 859,803 shares; 2025Q1: 994,094 shares; 2025Q2: 1,047,176 shares; 2025Q3: 1,115,043 shares; 2025Q4: 1,121,607 shares; 2026Q1: 1,169,051 shares 1,169,051 $49.7M 0.8% +47,444 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,524 shares; 2024Q4: 16,788 shares; 2025Q1: 17,566 shares; 2025Q2: 20,509 shares; 2025Q3: 18,046 shares; 2025Q4: 288,697 shares; 2026Q1: 483,439 shares 483,439 $46.5M 0.75% +194,742 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,338 shares; 2024Q4: 83,770 shares; 2025Q1: 90,257 shares; 2025Q2: 100,410 shares; 2025Q3: 116,574 shares; 2025Q4: 110,272 shares; 2026Q1: 103,335 shares 103,335 $44.5M 0.72% -6,937 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,629 shares; 2024Q4: 25,377 shares; 2025Q1: 27,261 shares; 2025Q2: 44,963 shares; 2025Q3: 53,110 shares; 2025Q4: 54,090 shares; 2026Q1: 47,840 shares 47,840 $44M 0.71% -6,250 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,265 shares; 2024Q4: 86,874 shares; 2025Q1: 91,242 shares; 2025Q2: 89,142 shares; 2025Q3: 90,412 shares; 2025Q4: 91,884 shares; 2026Q1: 174,333 shares 174,333 $42.6M 0.69% +82,449 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,150 shares; 2024Q4: 27,135 shares; 2025Q1: 178,673 shares; 2025Q2: 31,797 shares; 2025Q3: 30,442 shares; 2025Q4: 184,865 shares; 2026Q1: 180,495 shares 180,495 $38.6M 0.62% -4,370 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850,925 shares; 2024Q4: 803,821 shares; 2025Q1: 790,523 shares; 2025Q2: 812,251 shares; 2025Q3: 787,243 shares; 2025Q4: 707,992 shares; 2026Q1: 631,578 shares 631,578 $38.2M 0.61% -76,414 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,112 shares; 2024Q4: 229,990 shares; 2025Q1: 242,126 shares; 2025Q2: 244,590 shares; 2025Q3: 250,399 shares; 2025Q4: 253,709 shares; 2026Q1: 248,922 shares 248,922 $36M 0.58% -4,787 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298,537 shares; 2024Q4: 299,147 shares; 2025Q1: 313,127 shares; 2025Q2: 980,094 shares; 2025Q3: 979,277 shares; 2025Q4: 967,764 shares; 2026Q1: 941,495 shares 941,495 $35.6M 0.57% -26,269 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,187 shares; 2024Q4: 48,848 shares; 2025Q1: 49,374 shares; 2025Q2: 61,926 shares; 2025Q3: 50,763 shares; 2025Q4: 102,852 shares; 2026Q1: 103,159 shares 103,159 $34.9M 0.56% +307 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,039 shares; 2024Q4: 42,456 shares; 2025Q1: 63,615 shares; 2025Q2: 47,988 shares; 2025Q3: 48,198 shares; 2025Q4: 53,803 shares; 2026Q1: 56,962 shares 56,962 $34.1M 0.55% +3,159 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 661,829 shares; 2024Q4: 713,663 shares; 2025Q1: 804,505 shares; 2025Q2: 834,088 shares; 2025Q3: 804,751 shares; 2025Q4: 744,892 shares; 2026Q1: 852,512 shares 852,512 $33.6M 0.54% +107,620 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552,979 shares; 2024Q4: 563,979 shares; 2025Q1: 567,225 shares; 2025Q2: 1,147,512 shares; 2025Q3: 1,291,526 shares; 2025Q4: 1,525,021 shares; 2026Q1: 1,342,573 shares 1,342,573 $32.7M 0.53% -182,448 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,908 shares; 2024Q4: 55,936 shares; 2025Q1: 58,774 shares; 2025Q2: 76,529 shares; 2025Q3: 73,248 shares; 2025Q4: 74,235 shares; 2026Q1: 71,245 shares 71,245 $31.1M 0.5% -2,990 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,824 shares; 2024Q4: 140,027 shares; 2025Q1: 142,749 shares; 2025Q2: 148,189 shares; 2025Q3: 149,157 shares; 2025Q4: 151,846 shares; 2026Q1: 148,911 shares 148,911 $30.8M 0.5% -2,935 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,951 shares; 2024Q4: 83,249 shares; 2025Q1: 227,744 shares; 2025Q2: 268,996 shares; 2025Q3: 274,470 shares; 2025Q4: 227,489 shares; 2026Q1: 199,342 shares 199,342 $29.2M 0.47% -28,147 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 839,201 shares; 2024Q4: 824,842 shares; 2025Q1: 839,426 shares; 2025Q2: 822,734 shares; 2025Q3: 775,878 shares; 2025Q4: 628,662 shares; 2026Q1: 616,506 shares 616,506 $29M 0.47% -12,156 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,904 shares; 2024Q4: 63,749 shares; 2025Q1: 67,527 shares; 2025Q2: 89,364 shares; 2025Q3: 93,301 shares; 2025Q4: 92,498 shares; 2026Q1: 95,344 shares 95,344 $28.8M 0.46% +2,846 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,639 shares; 2024Q4: 237,980 shares; 2025Q1: 237,118 shares; 2025Q2: 237,895 shares; 2025Q3: 235,124 shares; 2025Q4: 237,072 shares; 2026Q1: 248,639 shares 248,639 $28.6M 0.46% +11,567 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 837,957 shares; 2024Q4: 827,453 shares; 2025Q1: 815,520 shares; 2025Q2: 791,823 shares; 2025Q3: 760,270 shares; 2025Q4: 680,543 shares; 2026Q1: 606,601 shares 606,601 $28.3M 0.46% -73,942 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,287 shares; 2024Q4: 149,838 shares; 2025Q1: 150,690 shares; 2025Q2: 143,147 shares; 2025Q3: 135,995 shares; 2025Q4: 130,554 shares; 2026Q1: 137,167 shares 137,167 $26.9M 0.43% +6,613 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,622,012 shares; 2024Q4: 1,841,207 shares; 2025Q1: 1,853,388 shares; 2025Q2: 1,536,026 shares; 2025Q3: 1,556,745 shares; 2025Q4: 1,541,462 shares; 2026Q1: 1,516,744 shares 1,516,744 $26.9M 0.43% -24,718 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 456,916 shares; 2024Q4: 490,378 shares; 2025Q1: 513,412 shares; 2025Q2: 443,337 shares; 2025Q3: 450,878 shares; 2025Q4: 434,569 shares; 2026Q1: 536,683 shares 536,683 $26.7M 0.43% +102,114 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,326 shares; 2024Q4: 27,237 shares; 2025Q1: 27,806 shares; 2025Q2: 29,863 shares; 2025Q3: 25,450 shares; 2025Q4: 26,823 shares; 2026Q1: 26,316 shares 26,316 $26.2M 0.42% -507 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440,590 shares; 2024Q4: 467,001 shares; 2025Q1: 509,323 shares; 2025Q2: 543,695 shares; 2025Q3: 540,359 shares; 2025Q4: 455,076 shares; 2026Q1: 459,668 shares 459,668 $26.1M 0.42% +4,592 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 576,054 shares; 2025Q1: 638,715 shares; 2025Q2: 905,153 shares; 2025Q3: 956,493 shares; 2025Q4: 1,068,137 shares; 2026Q1: 1,239,210 shares 1,239,210 $26M 0.42% +171,073 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 368,037 shares; 2024Q4: 570,691 shares; 2025Q1: 646,382 shares; 2025Q2: 664,373 shares; 2025Q3: 686,664 shares; 2025Q4: 731,915 shares; 2026Q1: 759,862 shares 759,862 $25.7M 0.41% +27,947 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,862 shares; 2024Q4: 77,152 shares; 2025Q1: 83,310 shares; 2025Q2: 82,686 shares; 2025Q3: 85,947 shares; 2025Q4: 89,650 shares; 2026Q1: 79,694 shares 79,694 $25.6M 0.41% -9,956 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,825 shares; 2024Q4: 43,774 shares; 2025Q1: 46,055 shares; 2025Q2: 45,920 shares; 2025Q3: 45,600 shares; 2025Q4: 45,890 shares; 2026Q1: 77,539 shares 77,539 $24.7M 0.4% +31,649 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,150 shares; 2024Q4: 217,213 shares; 2025Q1: 297,218 shares; 2025Q2: 255,600 shares; 2025Q3: 302,016 shares; 2025Q4: 296,011 shares; 2026Q1: 268,390 shares 268,390 $24.6M 0.4% -27,621 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,472 shares; 2024Q4: 34,392 shares; 2025Q1: 34,465 shares; 2025Q2: 44,941 shares; 2025Q3: 49,254 shares; 2025Q4: 53,189 shares; 2026Q1: 71,953 shares 71,953 $24.6M 0.4% +18,764 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,073 shares; 2024Q4: 59,293 shares; 2025Q1: 56,133 shares; 2025Q2: 56,433 shares; 2025Q3: 56,136 shares; 2025Q4: 58,708 shares; 2026Q1: 65,414 shares 65,414 $24M 0.39% +6,706 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 634,037 shares; 2024Q4: 490,908 shares; 2025Q1: 475,420 shares; 2025Q2: 533,687 shares; 2025Q3: 533,624 shares; 2025Q4: 528,388 shares; 2026Q1: 535,827 shares 535,827 $23.4M 0.38% +7,439 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,495 shares; 2024Q4: 57,513 shares; 2025Q1: 57,191 shares; 2025Q2: 62,878 shares; 2025Q3: 57,495 shares; 2025Q4: 57,040 shares; 2026Q1: 59,880 shares 59,880 $23M 0.37% +2,840 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,369 shares; 2024Q4: 57,254 shares; 2025Q1: 35,438 shares; 2025Q2: 49,238 shares; 2025Q3: 49,945 shares; 2025Q4: 61,837 shares; 2026Q1: 60,504 shares 60,504 $22.5M 0.36% -1,333 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,369 shares; 2024Q4: 13,545 shares; 2025Q1: 15,918 shares; 2025Q2: 44,400 shares; 2025Q3: 46,035 shares; 2025Q4: 47,168 shares; 2026Q1: 44,841 shares 44,841 $22.2M 0.36% -2,327 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,557 shares; 2024Q4: 152,937 shares; 2025Q1: 190,025 shares; 2025Q2: 244,963 shares; 2025Q3: 270,466 shares; 2025Q4: 280,082 shares; 2026Q1: 307,598 shares 307,598 $21.6M 0.35% +27,516 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345,963 shares; 2024Q4: 422,599 shares; 2025Q1: 460,039 shares; 2025Q2: 1,036,611 shares; 2025Q3: 1,051,976 shares; 2025Q4: 1,057,943 shares; 2026Q1: 1,064,992 shares 1,064,992 $20.6M 0.33% +7,049 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,554 shares; 2024Q4: 78,643 shares; 2025Q1: 90,682 shares; 2025Q2: 89,186 shares; 2025Q3: 93,424 shares; 2025Q4: 89,935 shares; 2026Q1: 93,241 shares 93,241 $20.3M 0.33% +3,306 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 414,093 shares; 2024Q4: 345,501 shares; 2025Q1: 317,510 shares; 2025Q2: 353,325 shares; 2025Q3: 347,651 shares; 2025Q4: 305,634 shares; 2026Q1: 332,972 shares 332,972 $19.9M 0.32% +27,338 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231,031 shares; 2024Q4: 228,053 shares; 2025Q1: 223,898 shares; 2025Q2: 223,339 shares; 2025Q3: 207,347 shares; 2025Q4: 203,493 shares; 2026Q1: 205,801 shares 205,801 $19.9M 0.32% +2,308 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,698 shares; 2024Q4: 60,764 shares; 2025Q1: 66,478 shares; 2025Q2: 65,043 shares; 2025Q3: 66,303 shares; 2025Q4: 65,180 shares; 2026Q1: 63,474 shares 63,474 $19.7M 0.32% -1,706 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,576 shares; 2025Q3: 64,779 shares; 2025Q4: 65,328 shares; 2026Q1: 69,764 shares 69,764 $19.1M 0.31% +4,436 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,632 shares; 2024Q4: 23,314 shares; 2025Q1: 30,434 shares; 2025Q2: 47,432 shares; 2025Q3: 50,469 shares; 2025Q4: 66,876 shares; 2026Q1: 79,927 shares 79,927 $19M 0.31% +13,051 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318,180 shares; 2024Q4: 368,290 shares; 2025Q1: 385,529 shares; 2025Q2: 399,410 shares; 2025Q3: 399,854 shares; 2025Q4: 385,143 shares; 2026Q1: 382,296 shares 382,296 $18.6M 0.3% -2,847 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,747 shares; 2024Q4: 46,497 shares; 2025Q1: 53,401 shares; 2025Q2: 56,788 shares; 2025Q3: 56,434 shares; 2025Q4: 57,292 shares; 2026Q1: 56,556 shares 56,556 $18.6M 0.3% -736 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,917 shares; 2024Q4: 48,586 shares; 2025Q1: 57,099 shares; 2025Q2: 62,144 shares; 2025Q3: 68,733 shares; 2025Q4: 67,203 shares; 2026Q1: 61,430 shares 61,430 $18.6M 0.3% -5,773 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,580 shares; 2025Q1: 9,873 shares; 2025Q2: 71,133 shares; 2025Q3: 78,497 shares; 2025Q4: 60,949 shares; 2026Q1: 86,557 shares 86,557 $18.5M 0.3% +25,608 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,022 shares; 2024Q4: 35,488 shares; 2025Q1: 34,441 shares; 2025Q2: 35,577 shares; 2025Q3: 282,402 shares; 2025Q4: 451,631 shares; 2026Q1: 662,265 shares 662,265 $18.2M 0.29% +210,634 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,968 shares; 2024Q4: 60,468 shares; 2025Q1: 65,028 shares; 2025Q2: 69,476 shares; 2025Q3: 73,374 shares; 2025Q4: 74,828 shares; 2026Q1: 75,016 shares 75,016 $17.7M 0.29% +188 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,297 shares; 2024Q4: 58,349 shares; 2025Q1: 53,186 shares; 2025Q2: 105,162 shares; 2025Q3: 135,918 shares; 2025Q4: 196,466 shares; 2026Q1: 347,717 shares 347,717 $17.6M 0.28% +151,251 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,579 shares; 2024Q4: 30,654 shares; 2025Q1: 28,978 shares; 2025Q2: 32,405 shares; 2025Q3: 33,867 shares; 2025Q4: 34,255 shares; 2026Q1: 37,660 shares 37,660 $17.5M 0.28% +3,405 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315,479 shares; 2024Q4: 323,993 shares; 2025Q1: 322,011 shares; 2025Q2: 482,843 shares; 2025Q3: 524,900 shares; 2025Q4: 480,041 shares; 2026Q1: 489,776 shares 489,776 $17.4M 0.28% +9,735 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391,427 shares; 2024Q4: 443,206 shares; 2025Q1: 580,680 shares; 2025Q2: 683,304 shares; 2025Q3: 753,087 shares; 2025Q4: 559,076 shares; 2026Q1: 678,830 shares 678,830 $17.3M 0.28% +119,754 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,071 shares; 2024Q4: 98,780 shares; 2025Q1: 101,976 shares; 2025Q2: 101,535 shares; 2025Q3: 99,869 shares; 2025Q4: 101,948 shares; 2026Q1: 215,895 shares 215,895 $17.1M 0.28% +113,947 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,270 shares; 2024Q4: 177,755 shares; 2025Q1: 176,740 shares; 2025Q2: 178,693 shares; 2025Q3: 173,611 shares; 2025Q4: 165,161 shares; 2026Q1: 139,817 shares 139,817 $16.9M 0.27% -25,344 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,524 shares; 2024Q4: 51,729 shares; 2025Q1: 56,670 shares; 2025Q2: 76,210 shares; 2025Q3: 72,146 shares; 2025Q4: 83,305 shares; 2026Q1: 114,470 shares 114,470 $16.8M 0.27% +31,165 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,519 shares; 2024Q4: 11,025 shares; 2025Q1: 11,539 shares; 2025Q2: 26,115 shares; 2025Q3: 27,727 shares; 2025Q4: 55,031 shares; 2026Q1: 43,018 shares 43,018 $16.8M 0.27% -12,013 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354,942 shares; 2024Q4: 501,020 shares; 2025Q1: 529,188 shares; 2025Q2: 525,656 shares; 2025Q3: 542,730 shares; 2025Q4: 531,876 shares; 2026Q1: 609,326 shares 609,326 $16.6M 0.27% +77,450 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 699,376 shares; 2024Q4: 557,479 shares; 2025Q1: 584,926 shares; 2025Q2: 615,571 shares; 2025Q3: 619,842 shares; 2025Q4: 617,004 shares; 2026Q1: 491,246 shares 491,246 $16.4M 0.26% -125,758 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,115 shares; 2024Q4: 44,253 shares; 2025Q1: 47,493 shares; 2025Q2: 64,497 shares; 2025Q3: 62,663 shares; 2025Q4: 59,678 shares; 2026Q1: 46,678 shares 46,678 $16.1M 0.26% -13,000 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,361 shares; 2024Q4: 115,213 shares; 2025Q1: 125,082 shares; 2025Q2: 111,937 shares; 2025Q3: 107,847 shares; 2025Q4: 104,668 shares; 2026Q1: 103,436 shares 103,436 $16.1M 0.26% -1,232 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,432 shares; 2024Q4: 158,843 shares; 2025Q1: 166,844 shares; 2025Q2: 207,919 shares; 2025Q3: 212,516 shares; 2025Q4: 202,052 shares; 2026Q1: 201,564 shares 201,564 $16M 0.26% -488 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,217 shares; 2025Q1: 81,904 shares; 2025Q2: 81,258 shares; 2025Q3: 239,089 shares; 2025Q4: 381,443 shares; 2026Q1: 406,207 shares 406,207 $15.7M 0.25% +24,764 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,158 shares; 2024Q4: 29,566 shares; 2025Q1: 32,561 shares; 2025Q2: 63,851 shares; 2025Q3: 66,470 shares; 2025Q4: 69,446 shares; 2026Q1: 64,224 shares 64,224 $15.6M 0.25% -5,222 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,555 shares; 2025Q2: 32,730 shares; 2025Q3: 38,579 shares; 2025Q4: 25,575 shares; 2026Q1: 56,710 shares 56,710 $15.3M 0.25% +31,135 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,642 shares; 2024Q4: 35,092 shares; 2025Q1: 31,613 shares; 2025Q2: 44,355 shares; 2025Q3: 44,086 shares; 2025Q4: 52,728 shares; 2026Q1: 53,051 shares 53,051 $15.3M 0.25% +323 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,602 shares; 2024Q4: 87,515 shares; 2025Q1: 74,884 shares; 2025Q2: 70,469 shares; 2025Q3: 98,308 shares; 2025Q4: 102,187 shares; 2026Q1: 74,906 shares 74,906 $15.2M 0.25% -27,281 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,091 shares; 2024Q4: 10,354 shares; 2025Q1: 10,704 shares; 2025Q2: 28,339 shares; 2025Q3: 29,599 shares; 2025Q4: 28,554 shares; 2026Q1: 30,387 shares 30,387 $15.2M 0.24% +1,833 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,740 shares; 2024Q4: 60,533 shares; 2025Q1: 65,086 shares; 2025Q2: 66,789 shares; 2025Q3: 65,084 shares; 2025Q4: 67,128 shares; 2026Q1: 69,131 shares 69,131 $15.1M 0.24% +2,003 Timeline RFDA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,817 shares; 2024Q4: 238,107 shares; 2025Q1: 242,219 shares; 2025Q2: 219,955 shares; 2025Q3: 232,266 shares; 2025Q4: 242,818 shares; 2026Q1: 240,976 shares 240,976 $15.1M 0.24% -1,842 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,559 shares; 2024Q4: 224,648 shares; 2025Q1: 161,948 shares; 2025Q2: 169,031 shares; 2025Q3: 180,087 shares; 2025Q4: 181,493 shares; 2026Q1: 190,119 shares 190,119 $14.8M 0.24% +8,626 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244,371 shares; 2024Q4: 230,360 shares; 2025Q1: 227,781 shares; 2025Q2: 258,645 shares; 2025Q3: 234,561 shares; 2025Q4: 227,888 shares; 2026Q1: 201,279 shares 201,279 $14.7M 0.24% -26,609 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,331 shares; 2024Q4: 308,787 shares; 2025Q1: 334,909 shares; 2025Q2: 337,087 shares; 2025Q3: 331,316 shares; 2025Q4: 365,403 shares; 2026Q1: 406,583 shares 406,583 $14.5M 0.23% +41,180 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,332 shares; 2024Q4: 69,167 shares; 2025Q1: 73,668 shares; 2025Q2: 79,775 shares; 2025Q3: 83,198 shares; 2025Q4: 82,268 shares; 2026Q1: 496,046 shares 496,046 $14.4M 0.23% +413,778 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,841 shares; 2024Q4: 28,049 shares; 2025Q1: 67,299 shares; 2025Q2: 75,903 shares; 2025Q3: 76,765 shares; 2025Q4: 104,585 shares; 2026Q1: 105,306 shares 105,306 $14.3M 0.23% +721 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,549 shares; 2024Q4: 156,536 shares; 2025Q1: 165,731 shares; 2025Q2: 77,904 shares; 2025Q3: 93,290 shares; 2025Q4: 96,769 shares; 2026Q1: 96,392 shares 96,392 $14.2M 0.23% -377 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235,401 shares; 2024Q4: 202,201 shares; 2025Q1: 335,026 shares; 2025Q2: 341,710 shares; 2025Q3: 318,285 shares; 2025Q4: 308,582 shares; 2026Q1: 267,353 shares 267,353 $14.1M 0.23% -41,229 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,620 shares; 2024Q4: 128,353 shares; 2025Q1: 155,707 shares; 2025Q2: 132,688 shares; 2025Q3: 135,706 shares; 2025Q4: 143,719 shares; 2026Q1: 146,030 shares 146,030 $13.9M 0.22% +2,311 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,344 shares; 2024Q4: 45,781 shares; 2025Q1: 25,911 shares; 2025Q2: 44,652 shares; 2025Q3: 51,129 shares; 2025Q4: 57,696 shares; 2026Q1: 56,136 shares 56,136 $13.9M 0.22% -1,560 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,915 shares; 2024Q4: 59,783 shares; 2025Q1: 63,286 shares; 2025Q2: 48,252 shares; 2025Q3: 35,672 shares; 2025Q4: 31,275 shares; 2026Q1: 40,376 shares 40,376 $13.6M 0.22% +9,101 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,597 shares; 2024Q4: 179,323 shares; 2025Q1: 172,276 shares; 2025Q2: 159,362 shares; 2025Q3: 156,243 shares; 2025Q4: 159,440 shares; 2026Q1: 157,414 shares 157,414 $13.6M 0.22% -2,026 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,007 shares; 2024Q4: 161,421 shares; 2025Q1: 150,824 shares; 2025Q2: 151,777 shares; 2025Q3: 152,548 shares; 2025Q4: 145,984 shares; 2026Q1: 137,226 shares 137,226 $13.6M 0.22% -8,758 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,519 shares; 2024Q4: 29,483 shares; 2025Q1: 29,597 shares; 2025Q2: 31,059 shares; 2025Q3: 57,918 shares; 2025Q4: 158,609 shares; 2026Q1: 178,301 shares 178,301 $13.4M 0.22% +19,692 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,531 shares; 2024Q4: 47,436 shares; 2025Q1: 49,124 shares; 2025Q2: 276,608 shares; 2025Q3: 200,457 shares; 2025Q4: 161,536 shares; 2026Q1: 151,124 shares 151,124 $13.3M 0.21% -10,412 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,911 shares; 2024Q4: 53,944 shares; 2025Q1: 30,509 shares; 2025Q2: 105,008 shares; 2025Q3: 104,367 shares; 2025Q4: 31,589 shares; 2026Q1: 31,072 shares 31,072 $13.3M 0.21% -517 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,776 shares; 2024Q4: 2,074 shares; 2025Q1: 2,383 shares; 2025Q2: 5,144 shares; 2025Q3: 5,458 shares; 2025Q4: 5,080 shares; 2026Q1: 9,835 shares 9,835 $13M 0.21% +4,755 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 3,850 shares; 2025Q1: 3,374 shares; 2025Q2: 3,329 shares; 2025Q3: 3,314 shares; 2025Q4: 4,423 shares; 2026Q1: 39,209 shares 39,209 $12.9M 0.21% +34,786 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,097 shares; 2024Q4: 86,631 shares; 2025Q1: 93,037 shares; 2025Q2: 90,142 shares; 2025Q3: 100,538 shares; 2025Q4: 99,105 shares; 2026Q1: 96,883 shares 96,883 $12.8M 0.21% -2,222 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,206 shares; 2024Q4: 144,064 shares; 2025Q1: 142,928 shares; 2025Q2: 150,607 shares; 2025Q3: 152,056 shares; 2025Q4: 148,096 shares; 2026Q1: 137,297 shares 137,297 $12.8M 0.21% -10,799 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,700 shares; 2024Q4: 74,356 shares; 2025Q1: 74,661 shares; 2025Q2: 69,784 shares; 2025Q3: 69,008 shares; 2025Q4: 66,876 shares; 2026Q1: 65,836 shares 65,836 $12.7M 0.2% -1,040 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,018 shares; 2024Q4: 131,602 shares; 2025Q1: 152,480 shares; 2025Q2: 102,430 shares; 2025Q3: 110,526 shares; 2025Q4: 117,517 shares; 2026Q1: 105,561 shares 105,561 $12.7M 0.2% -11,956 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,346 shares; 2024Q4: 274,693 shares; 2025Q1: 286,170 shares; 2025Q2: 291,373 shares; 2025Q3: 248,811 shares; 2025Q4: 322,515 shares; 2026Q1: 246,349 shares 246,349 $12.5M 0.2% -76,166 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,880 shares; 2024Q4: 116,239 shares; 2025Q1: 118,292 shares; 2025Q2: 114,386 shares; 2025Q3: 118,826 shares; 2025Q4: 119,106 shares; 2026Q1: 121,979 shares 121,979 $12.5M 0.2% +2,873 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,926 shares; 2024Q4: 26,940 shares; 2025Q1: 26,146 shares; 2025Q2: 42,066 shares; 2025Q3: 41,817 shares; 2025Q4: 47,776 shares; 2026Q1: 46,057 shares 46,057 $12.5M 0.2% -1,719 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,314 shares; 2024Q4: 37,852 shares; 2025Q1: 38,400 shares; 2025Q2: 40,080 shares; 2025Q3: 40,070 shares; 2025Q4: 39,806 shares; 2026Q1: 34,510 shares 34,510 $12.3M 0.2% -5,296 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,281 shares; 2024Q4: 85,385 shares; 2025Q1: 80,156 shares; 2025Q2: 64,903 shares; 2025Q3: 84,255 shares; 2025Q4: 237,084 shares; 2026Q1: 277,247 shares 277,247 $12.2M 0.2% +40,163 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,896 shares; 2024Q4: 10,114 shares; 2025Q1: 10,790 shares; 2025Q2: 18,423 shares; 2025Q3: 45,900 shares; 2025Q4: 54,355 shares; 2026Q1: 52,908 shares 52,908 $12.2M 0.2% -1,447 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,504 shares; 2024Q4: 50,881 shares; 2025Q1: 35,784 shares; 2025Q2: 39,350 shares; 2025Q3: 32,469 shares; 2025Q4: 53,800 shares; 2026Q1: 63,014 shares 63,014 $12.1M 0.19% +9,214 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,592 shares; 2024Q4: 92,411 shares; 2025Q1: 100,452 shares; 2025Q2: 103,878 shares; 2025Q3: 99,142 shares; 2025Q4: 98,182 shares; 2026Q1: 49,245 shares 49,245 $11.9M 0.19% -48,937 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,478 shares; 2024Q4: 172,137 shares; 2025Q1: 188,861 shares; 2025Q2: 202,930 shares; 2025Q3: 204,700 shares; 2025Q4: 194,550 shares; 2026Q1: 214,264 shares 214,264 $11.9M 0.19% +19,714 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,899 shares; 2024Q4: 66,155 shares; 2025Q1: 65,015 shares; 2025Q2: 64,531 shares; 2025Q3: 64,501 shares; 2025Q4: 65,966 shares; 2026Q1: 365,110 shares 365,110 $11.8M 0.19% +299,144 Timeline AFDM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,599 shares; 2024Q4: 105,064 shares; 2025Q1: 101,710 shares; 2025Q2: 129,880 shares; 2025Q3: 137,127 shares; 2025Q4: 142,973 shares; 2026Q1: 141,647 shares 141,647 $11.6M 0.19% -1,326 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,711 shares; 2024Q4: 76,657 shares; 2025Q1: 155,475 shares; 2025Q2: 160,887 shares; 2025Q3: 178,715 shares; 2025Q4: 202,582 shares; 2026Q1: 289,091 shares 289,091 $11.6M 0.19% +86,509 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,470 shares; 2024Q4: 97,201 shares; 2025Q1: 102,902 shares; 2025Q2: 378,006 shares; 2025Q3: 420,795 shares; 2025Q4: 441,858 shares; 2026Q1: 315,270 shares 315,270 $11.6M 0.19% -126,588 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,843 shares; 2024Q4: 55,080 shares; 2025Q1: 61,778 shares; 2025Q2: 61,258 shares; 2025Q3: 59,758 shares; 2025Q4: 62,331 shares; 2026Q1: 69,694 shares 69,694 $11.4M 0.18% +7,363 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288,120 shares; 2024Q4: 319,380 shares; 2025Q1: 349,124 shares; 2025Q2: 338,338 shares; 2025Q3: 330,766 shares; 2025Q4: 174,506 shares; 2026Q1: 178,936 shares 178,936 $11.2M 0.18% +4,430 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,430 shares 55,430 $10.9M 0.18% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,034 shares; 2024Q4: 9,881 shares; 2025Q1: 11,256 shares; 2025Q2: 13,535 shares; 2025Q3: 14,253 shares; 2025Q4: 15,342 shares; 2026Q1: 15,451 shares 15,451 $10.8M 0.17% +109 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 911 shares; 2024Q4: 911 shares; 2025Q1: 913 shares; 2025Q2: 24,186 shares; 2025Q3: 28,097 shares; 2025Q4: 29,399 shares; 2026Q1: 29,563 shares 29,563 $10.8M 0.17% +164 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,116 shares; 2024Q4: 120,247 shares; 2025Q1: 120,213 shares; 2025Q2: 58,274 shares; 2025Q3: 59,314 shares; 2025Q4: 66,127 shares; 2026Q1: 59,146 shares 59,146 $10.7M 0.17% -6,981 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,571 shares; 2024Q4: 32,304 shares; 2025Q1: 31,914 shares; 2025Q2: 40,391 shares; 2025Q3: 47,706 shares; 2025Q4: 45,861 shares; 2026Q1: 37,613 shares 37,613 $10.7M 0.17% -8,248 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,624 shares; 2024Q4: 7,093 shares; 2025Q1: 9,241 shares; 2025Q2: 9,969 shares; 2025Q3: 9,428 shares; 2025Q4: 11,166 shares; 2026Q1: 12,594 shares 12,594 $10.7M 0.17% +1,428 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,657 shares; 2024Q4: 109,515 shares; 2025Q1: 118,931 shares; 2025Q2: 139,022 shares; 2025Q3: 146,796 shares; 2025Q4: 126,393 shares; 2026Q1: 146,493 shares 146,493 $10.5M 0.17% +20,100 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,586 shares; 2024Q4: 15,623 shares; 2025Q1: 13,027 shares; 2025Q2: 19,714 shares; 2025Q3: 21,916 shares; 2025Q4: 19,010 shares; 2026Q1: 18,342 shares 18,342 $10.3M 0.17% -668 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,240 shares; 2024Q4: 150,471 shares; 2025Q1: 151,174 shares; 2025Q2: 135,001 shares; 2025Q3: 140,567 shares; 2025Q4: 139,845 shares; 2026Q1: 140,117 shares 140,117 $10.3M 0.17% +272 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,315 shares; 2024Q4: 93,478 shares; 2025Q1: 90,544 shares; 2025Q2: 112,399 shares; 2025Q3: 114,774 shares; 2025Q4: 109,849 shares; 2026Q1: 110,995 shares 110,995 $10.3M 0.17% +1,146 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,609 shares; 2024Q4: 175,942 shares; 2025Q1: 185,804 shares; 2025Q2: 169,723 shares; 2025Q3: 242,039 shares; 2025Q4: 277,267 shares; 2026Q1: 207,297 shares 207,297 $10.2M 0.16% -69,970 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,314 shares; 2024Q4: 5,484 shares; 2025Q1: 5,226 shares; 2025Q2: 4,666 shares; 2025Q3: 4,739 shares; 2025Q4: 14,549 shares; 2026Q1: 21,562 shares 21,562 $10.2M 0.16% +7,013 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,680 shares; 2024Q4: 3,357 shares; 2025Q1: 5,387 shares; 2025Q2: 16,532 shares; 2025Q3: 26,179 shares; 2025Q4: 29,231 shares; 2026Q1: 32,083 shares 32,083 $10.2M 0.16% +2,852 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,615 shares; 2024Q4: 89,665 shares; 2025Q1: 123,994 shares; 2025Q2: 75,489 shares; 2025Q3: 76,988 shares; 2025Q4: 82,645 shares; 2026Q1: 72,977 shares 72,977 $10.2M 0.16% -9,668 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,280 shares; 2024Q4: 29,778 shares; 2025Q1: 35,926 shares; 2025Q2: 48,516 shares; 2025Q3: 55,278 shares; 2025Q4: 50,158 shares; 2026Q1: 63,034 shares 63,034 $10.1M 0.16% +12,876 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,667 shares; 2026Q1: 46,094 shares 46,094 $9.99M 0.16% +44,427 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276,765 shares; 2024Q4: 238,392 shares; 2025Q1: 229,551 shares; 2025Q2: 232,903 shares; 2025Q3: 172,756 shares; 2025Q4: 106,828 shares; 2026Q1: 107,471 shares 107,471 $9.97M 0.16% +643 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,940 shares; 2025Q1: 10,054 shares; 2025Q2: 10,277 shares; 2025Q3: 9,963 shares; 2025Q4: 10,029 shares; 2026Q1: 10,280 shares 10,280 $9.89M 0.16% +251 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156,115 shares; 2025Q3: 263,256 shares; 2025Q4: 459,338 shares; 2026Q1: 552,730 shares 552,730 $9.84M 0.16% +93,392 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,413 shares; 2024Q4: 71,145 shares; 2025Q1: 82,392 shares; 2025Q2: 91,431 shares; 2025Q3: 90,694 shares; 2025Q4: 84,679 shares; 2026Q1: 88,487 shares 88,487 $9.81M 0.16% +3,808 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,373 shares; 2024Q4: 32,563 shares; 2025Q1: 32,384 shares; 2025Q2: 34,283 shares; 2025Q3: 27,560 shares; 2025Q4: 28,526 shares; 2026Q1: 27,649 shares 27,649 $9.73M 0.16% -877 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,731 shares; 2024Q4: 87,585 shares; 2025Q1: 13,272 shares; 2025Q2: 9,736 shares; 2025Q3: 80,666 shares; 2025Q4: 80,114 shares; 2026Q1: 81,993 shares 81,993 $9.71M 0.16% +1,879 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,467 shares; 2024Q4: 47,133 shares; 2025Q1: 48,331 shares; 2025Q2: 43,409 shares; 2025Q3: 43,393 shares; 2025Q4: 46,838 shares; 2026Q1: 45,110 shares 45,110 $9.71M 0.16% -1,728 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,302 shares; 2024Q4: 57,928 shares; 2025Q1: 48,883 shares; 2025Q2: 97,956 shares; 2025Q3: 103,343 shares; 2025Q4: 145,679 shares; 2026Q1: 129,712 shares 129,712 $9.64M 0.16% -15,967 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,430 shares; 2024Q4: 26,616 shares; 2025Q1: 28,410 shares; 2025Q2: 46,648 shares; 2025Q3: 47,423 shares; 2025Q4: 47,419 shares; 2026Q1: 47,645 shares 47,645 $9.48M 0.15% +226 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,081 shares; 2024Q4: 52,510 shares; 2025Q1: 56,962 shares; 2025Q2: 44,067 shares; 2025Q3: 35,744 shares; 2025Q4: 75,749 shares; 2026Q1: 154,392 shares 154,392 $9.46M 0.15% +78,643 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,903 shares; 2024Q4: 6,618 shares; 2025Q1: 5,181 shares; 2025Q2: 159,694 shares; 2025Q3: 150,148 shares; 2025Q4: 119,854 shares; 2026Q1: 118,246 shares 118,246 $9.3M 0.15% -1,608 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,854 shares; 2024Q4: 6,063 shares; 2025Q1: 3,173 shares; 2025Q2: 6,760 shares; 2025Q3: 10,275 shares; 2025Q4: 4,367 shares; 2026Q1: 10,469 shares 10,469 $9.15M 0.15% +6,102 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,527 shares; 2024Q4: 14,743 shares; 2025Q1: 16,226 shares; 2025Q2: 22,686 shares; 2025Q3: 27,401 shares; 2025Q4: 27,768 shares; 2026Q1: 28,095 shares 28,095 $9.01M 0.15% +327 Timeline FVC FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327,517 shares; 2024Q4: 323,473 shares; 2025Q1: 317,682 shares; 2025Q2: 329,537 shares; 2025Q3: 318,696 shares; 2025Q4: 303,721 shares; 2026Q1: 257,964 shares 257,964 $8.98M 0.14% -45,757 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,018 shares; 2024Q4: 16,687 shares; 2025Q1: 17,001 shares; 2025Q2: 17,646 shares; 2025Q3: 17,388 shares; 2025Q4: 17,089 shares; 2026Q1: 15,982 shares 15,982 $8.78M 0.14% -1,107 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,526 shares; 2024Q4: 24,986 shares; 2025Q1: 27,361 shares; 2025Q2: 33,837 shares; 2025Q3: 35,693 shares; 2025Q4: 35,710 shares; 2026Q1: 33,185 shares 33,185 $8.72M 0.14% -2,525 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,300 shares; 2025Q1: not reported; 2025Q2: 257,234 shares; 2025Q3: 291,995 shares; 2025Q4: 295,745 shares; 2026Q1: 360,013 shares 360,013 $8.72M 0.14% +64,268 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,351 shares; 2024Q4: 70,708 shares; 2025Q1: 76,254 shares; 2025Q2: 75,428 shares; 2025Q3: 73,367 shares; 2025Q4: 75,871 shares; 2026Q1: 76,777 shares 76,777 $8.71M 0.14% +906 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,937 shares; 2024Q4: 25,548 shares; 2025Q1: 25,488 shares; 2025Q2: 26,413 shares; 2025Q3: 27,409 shares; 2025Q4: 27,625 shares; 2026Q1: 26,532 shares 26,532 $8.65M 0.14% -1,093 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,742 shares; 2024Q4: 65,148 shares; 2025Q1: 67,262 shares; 2025Q2: 83,623 shares; 2025Q3: 76,390 shares; 2025Q4: 69,839 shares; 2026Q1: 88,915 shares 88,915 $8.64M 0.14% +19,076 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,247 shares; 2024Q4: 64,224 shares; 2025Q1: 65,194 shares; 2025Q2: 52,218 shares; 2025Q3: 50,049 shares; 2025Q4: 43,806 shares; 2026Q1: 40,880 shares 40,880 $8.51M 0.14% -2,926 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,974 shares; 2024Q4: 63,636 shares; 2025Q1: 67,607 shares; 2025Q2: 58,476 shares; 2025Q3: 73,554 shares; 2025Q4: 69,216 shares; 2026Q1: 63,997 shares 63,997 $8.39M 0.14% -5,219 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,531 shares; 2025Q1: not reported; 2025Q2: 10,172 shares; 2025Q3: 2,996 shares; 2025Q4: 3,112 shares; 2026Q1: 21,297 shares 21,297 $8.34M 0.13% +18,185 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,643 shares; 2024Q4: 294,476 shares; 2025Q1: 326,041 shares; 2025Q2: 329,367 shares; 2025Q3: 349,906 shares; 2025Q4: 286,146 shares; 2026Q1: 285,915 shares 285,915 $8.29M 0.13% -231 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,791 shares; 2024Q4: 66,333 shares; 2025Q1: 73,698 shares; 2025Q2: 52,188 shares; 2025Q3: 49,434 shares; 2025Q4: 54,526 shares; 2026Q1: 44,265 shares 44,265 $8.27M 0.13% -10,261 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,487 shares; 2024Q4: 75,192 shares; 2025Q1: 74,751 shares; 2025Q2: 85,943 shares; 2025Q3: 71,460 shares; 2025Q4: 79,954 shares; 2026Q1: 74,696 shares 74,696 $8.2M 0.13% -5,258 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,228 shares; 2024Q4: 198,213 shares; 2025Q1: 220,603 shares; 2025Q2: 226,773 shares; 2025Q3: 248,831 shares; 2025Q4: 242,687 shares; 2026Q1: 266,024 shares 266,024 $8.07M 0.13% +23,337 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,986 shares; 2025Q3: 45,674 shares; 2025Q4: 31,972 shares; 2026Q1: 147,477 shares 147,477 $8.06M 0.13% +115,505 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,007 shares; 2025Q3: 6,020 shares; 2025Q4: 6,352 shares; 2026Q1: 6,949 shares 6,949 $8.06M 0.13% +597 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,314 shares; 2024Q4: 29,579 shares; 2025Q1: 29,954 shares; 2025Q2: 31,477 shares; 2025Q3: 42,016 shares; 2025Q4: 44,331 shares; 2026Q1: 53,087 shares 53,087 $8.04M 0.13% +8,756 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,251 shares; 2024Q4: 99,882 shares; 2025Q1: 90,259 shares; 2025Q2: 73,711 shares; 2025Q3: 80,486 shares; 2025Q4: 64,225 shares; 2026Q1: 60,803 shares 60,803 $7.97M 0.13% -3,422 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,225 shares; 2024Q4: 421 shares; 2025Q1: 579 shares; 2025Q2: 4,222 shares; 2025Q3: 5,258 shares; 2025Q4: 5,803 shares; 2026Q1: 5,379 shares 5,379 $7.92M 0.13% -424 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,277 shares; 2024Q4: 73,895 shares; 2025Q1: 84,259 shares; 2025Q2: 99,192 shares; 2025Q3: 115,811 shares; 2025Q4: 106,616 shares; 2026Q1: 135,516 shares 135,516 $7.88M 0.13% +28,900 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,388 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,627 shares; 2025Q3: 3,810 shares; 2025Q4: 35,371 shares; 2026Q1: 83,024 shares 83,024 $7.86M 0.13% +47,653 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,630 shares; 2024Q4: 73,118 shares; 2025Q1: 72,021 shares; 2025Q2: 107,879 shares; 2025Q3: 121,527 shares; 2025Q4: 119,691 shares; 2026Q1: 124,670 shares 124,670 $7.82M 0.13% +4,979 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,156 shares; 2024Q4: 129,660 shares; 2025Q1: 132,816 shares; 2025Q2: 156,400 shares; 2025Q3: 148,707 shares; 2025Q4: 146,442 shares; 2026Q1: 154,310 shares 154,310 $7.75M 0.12% +7,868 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 199,057 shares; 2025Q3: 195,097 shares; 2025Q4: 198,495 shares; 2026Q1: 164,869 shares 164,869 $7.62M 0.12% -33,626 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,951 shares; 2024Q4: 66,786 shares; 2025Q1: 62,510 shares; 2025Q2: 59,549 shares; 2025Q3: 59,708 shares; 2025Q4: 57,281 shares; 2026Q1: 57,658 shares 57,658 $7.55M 0.12% +377 Timeline IFV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,647 shares; 2024Q4: 114,145 shares; 2025Q1: 113,042 shares; 2025Q2: 103,039 shares; 2025Q3: 102,201 shares; 2025Q4: 96,553 shares; 2026Q1: 298,706 shares 298,706 $7.55M 0.12% +202,153 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,234 shares; 2024Q4: 83,506 shares; 2025Q1: 77,674 shares; 2025Q2: 97,085 shares; 2025Q3: 95,938 shares; 2025Q4: 93,886 shares; 2026Q1: 77,859 shares 77,859 $7.52M 0.12% -16,027 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,549 shares; 2024Q4: 7,502 shares; 2025Q1: 8,528 shares; 2025Q2: 19,441 shares; 2025Q3: 14,407 shares; 2025Q4: 15,102 shares; 2026Q1: 15,183 shares 15,183 $7.47M 0.12% +81 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,166 shares; 2024Q4: 76,459 shares; 2025Q1: 71,170 shares; 2025Q2: 72,480 shares; 2025Q3: 72,118 shares; 2025Q4: 106,555 shares; 2026Q1: 131,434 shares 131,434 $7.46M 0.12% +24,879 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,713 shares; 2025Q2: 29,935 shares; 2025Q3: 36,924 shares; 2025Q4: 110,374 shares; 2026Q1: 138,420 shares 138,420 $7.44M 0.12% +28,046 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,200 shares; 2024Q4: 78,132 shares; 2025Q1: 78,860 shares; 2025Q2: 65,443 shares; 2025Q3: 66,412 shares; 2025Q4: 65,298 shares; 2026Q1: 59,697 shares 59,697 $7.43M 0.12% -5,601 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,787 shares; 2024Q4: 6,243 shares; 2025Q1: 6,494 shares; 2025Q2: 7,265 shares; 2025Q3: 6,470 shares; 2025Q4: 10,301 shares; 2026Q1: 95,020 shares 95,020 $7.27M 0.12% +84,719 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,795 shares; 2024Q4: 101,743 shares; 2025Q1: 98,952 shares; 2025Q2: 114,137 shares; 2025Q3: 112,539 shares; 2025Q4: 114,591 shares; 2026Q1: 114,041 shares 114,041 $7.2M 0.12% -550 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,737 shares; 2024Q4: 43,294 shares; 2025Q1: 45,873 shares; 2025Q2: 44,526 shares; 2025Q3: 45,781 shares; 2025Q4: 49,052 shares; 2026Q1: 102,768 shares 102,768 $7.17M 0.12% +53,716 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,562 shares; 2024Q4: 121,334 shares; 2025Q1: 68,421 shares; 2025Q2: 56,266 shares; 2025Q3: 62,014 shares; 2025Q4: 147,990 shares; 2026Q1: 155,253 shares 155,253 $7.13M 0.11% +7,263 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,448 shares; 2024Q4: 14,623 shares; 2025Q1: 14,362 shares; 2025Q2: 15,047 shares; 2025Q3: 13,247 shares; 2025Q4: 12,981 shares; 2026Q1: 29,952 shares 29,952 $7.08M 0.11% +16,971 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,002 shares; 2024Q4: 27,643 shares; 2025Q1: 32,474 shares; 2025Q2: 32,040 shares; 2025Q3: 34,412 shares; 2025Q4: 36,016 shares; 2026Q1: 36,408 shares 36,408 $7.07M 0.11% +392 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,979 shares; 2024Q4: 44,022 shares; 2025Q1: 46,884 shares; 2025Q2: 55,212 shares; 2025Q3: 57,130 shares; 2025Q4: 59,531 shares; 2026Q1: 62,328 shares 62,328 $7.05M 0.11% +2,797 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 141,204 shares; 2025Q1: 143,696 shares; 2025Q2: 146,263 shares; 2025Q3: 147,085 shares; 2025Q4: 146,772 shares; 2026Q1: 149,475 shares 149,475 $7.02M 0.11% +2,703 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,199 shares; 2024Q4: 85,370 shares; 2025Q1: 150,282 shares; 2025Q2: 151,387 shares; 2025Q3: 152,467 shares; 2025Q4: 121,612 shares; 2026Q1: 123,032 shares 123,032 $7.02M 0.11% +1,420 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,606 shares; 2024Q4: 15,997 shares; 2025Q1: 17,772 shares; 2025Q2: 17,733 shares; 2025Q3: 18,970 shares; 2025Q4: 20,374 shares; 2026Q1: 21,248 shares 21,248 $6.98M 0.11% +874 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 437,517 shares; 2024Q4: 187,419 shares; 2025Q1: 143,268 shares; 2025Q2: 185,333 shares; 2025Q3: 180,840 shares; 2025Q4: 314,974 shares; 2026Q1: 102,345 shares 102,345 $6.97M 0.11% -212,629 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,924 shares; 2024Q4: 112,589 shares; 2025Q1: 116,106 shares; 2025Q2: 114,321 shares; 2025Q3: 113,938 shares; 2025Q4: 105,025 shares; 2026Q1: 103,206 shares 103,206 $6.97M 0.11% -1,819 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,853 shares; 2024Q4: 91,375 shares; 2025Q1: 93,530 shares; 2025Q2: 117,690 shares; 2025Q3: 124,467 shares; 2025Q4: 92,470 shares; 2026Q1: 90,765 shares 90,765 $6.91M 0.11% -1,705 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,863 shares; 2024Q4: 81,838 shares; 2025Q1: 82,078 shares; 2025Q2: 80,682 shares; 2025Q3: 78,604 shares; 2025Q4: 74,296 shares; 2026Q1: 74,429 shares 74,429 $6.9M 0.11% +133 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,783 shares; 2024Q4: 26,422 shares; 2025Q1: 26,322 shares; 2025Q2: 25,405 shares; 2025Q3: 26,203 shares; 2025Q4: 26,982 shares; 2026Q1: 26,483 shares 26,483 $6.9M 0.11% -499 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,998 shares; 2024Q4: 3,012 shares; 2025Q1: 3,224 shares; 2025Q2: 4,412 shares; 2025Q3: 4,317 shares; 2025Q4: 4,265 shares; 2026Q1: 12,732 shares 12,732 $6.86M 0.11% +8,467 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,313 shares; 2024Q4: 40,442 shares; 2025Q1: 41,110 shares; 2025Q2: 42,445 shares; 2025Q3: 42,512 shares; 2025Q4: 40,679 shares; 2026Q1: 46,969 shares 46,969 $6.79M 0.11% +6,290 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 420,351 shares; 2025Q4: 413,804 shares; 2026Q1: 402,722 shares 402,722 $6.75M 0.11% -11,082 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,930 shares; 2024Q4: 5,973 shares; 2025Q1: 5,967 shares; 2025Q2: 12,721 shares; 2025Q3: 12,724 shares; 2025Q4: 12,229 shares; 2026Q1: 18,487 shares 18,487 $6.72M 0.11% +6,258 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,278 shares; 2024Q4: 77,829 shares; 2025Q1: 83,500 shares; 2025Q2: 88,734 shares; 2025Q3: 99,803 shares; 2025Q4: 104,271 shares; 2026Q1: 81,053 shares 81,053 $6.71M 0.11% -23,218 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,842 shares; 2024Q4: 47,275 shares; 2025Q1: 50,860 shares; 2025Q2: 264,187 shares; 2025Q3: 280,634 shares; 2025Q4: 276,492 shares; 2026Q1: 351,943 shares 351,943 $6.69M 0.11% +75,451 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,513 shares; 2024Q4: 50,297 shares; 2025Q1: 48,595 shares; 2025Q2: 47,433 shares; 2025Q3: 56,330 shares; 2025Q4: 61,688 shares; 2026Q1: 66,296 shares 66,296 $6.68M 0.11% +4,608 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,897 shares; 2024Q4: 5,055 shares; 2025Q1: 2,406 shares; 2025Q2: 49,383 shares; 2025Q3: 47,992 shares; 2025Q4: 48,391 shares; 2026Q1: 48,809 shares 48,809 $6.64M 0.11% +418 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,032 shares; 2025Q3: 38,227 shares; 2025Q4: 39,157 shares; 2026Q1: 39,147 shares 39,147 $6.64M 0.11% -10 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,603 shares; 2024Q4: 15,695 shares; 2025Q1: 19,525 shares; 2025Q2: 20,265 shares; 2025Q3: 31,042 shares; 2025Q4: 25,781 shares; 2026Q1: 20,247 shares 20,247 $6.63M 0.11% -5,534 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,630 shares; 2025Q3: 50,751 shares; 2025Q4: 39,239 shares; 2026Q1: 220,787 shares 220,787 $6.57M 0.11% +181,548 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,568 shares; 2024Q4: 51,181 shares; 2025Q1: 57,120 shares; 2025Q2: 53,644 shares; 2025Q3: 54,613 shares; 2025Q4: 54,356 shares; 2026Q1: 55,270 shares 55,270 $6.56M 0.11% +914 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,048 shares; 2024Q4: 6,154 shares; 2025Q1: 6,452 shares; 2025Q2: 6,632 shares; 2025Q3: 6,706 shares; 2025Q4: 6,713 shares; 2026Q1: 6,637 shares 6,637 $6.51M 0.1% -76 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 9 shares 9 $6.46M 0.1% +1 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,352 shares; 2024Q4: 33,985 shares; 2025Q1: 35,520 shares; 2025Q2: 60,819 shares; 2025Q3: 65,488 shares; 2025Q4: 56,191 shares; 2026Q1: 53,540 shares 53,540 $6.43M 0.1% -2,651 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,973 shares; 2024Q4: 29,772 shares; 2025Q1: 20,298 shares; 2025Q2: 19,493 shares; 2025Q3: 18,957 shares; 2025Q4: 18,226 shares; 2026Q1: 17,899 shares 17,899 $6.38M 0.1% -327 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,102 shares; 2024Q4: 25,812 shares; 2025Q1: 26,381 shares; 2025Q2: 25,710 shares; 2025Q3: 26,271 shares; 2025Q4: 28,612 shares; 2026Q1: 30,090 shares 30,090 $6.35M 0.1% +1,478 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,826 shares; 2024Q4: 115,715 shares; 2025Q1: 119,637 shares; 2025Q2: 126,683 shares; 2025Q3: 126,462 shares; 2025Q4: 127,082 shares; 2026Q1: 121,344 shares 121,344 $6.31M 0.1% -5,738 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,003 shares; 2024Q4: 74,473 shares; 2025Q1: 80,216 shares; 2025Q2: 84,399 shares; 2025Q3: 88,060 shares; 2025Q4: 90,308 shares; 2026Q1: 65,612 shares 65,612 $6.28M 0.1% -24,696 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,040 shares; 2024Q4: 29,959 shares; 2025Q1: 45,932 shares; 2025Q2: 40,336 shares; 2025Q3: 34,787 shares; 2025Q4: 34,461 shares; 2026Q1: 34,422 shares 34,422 $6.27M 0.1% -39 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 110,588 shares; 2025Q4: 112,633 shares; 2026Q1: 79,310 shares 79,310 $6.26M 0.1% -33,323 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,649 shares; 2024Q4: 17,921 shares; 2025Q1: 18,766 shares; 2025Q2: 25,780 shares; 2025Q3: 36,358 shares; 2025Q4: 38,284 shares; 2026Q1: 37,780 shares 37,780 $6.24M 0.1% -504 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,596 shares; 2024Q4: 30,003 shares; 2025Q1: 29,189 shares; 2025Q2: 21,460 shares; 2025Q3: 26,764 shares; 2025Q4: 29,849 shares; 2026Q1: 38,130 shares 38,130 $6.17M 0.1% +8,281 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,190 shares; 2024Q4: 74,410 shares; 2025Q1: 59,111 shares; 2025Q2: 12,837 shares; 2025Q3: 50,196 shares; 2025Q4: 6,719 shares; 2026Q1: 46,351 shares 46,351 $6.14M 0.1% +39,632 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,689 shares; 2024Q4: 45,856 shares; 2025Q1: 47,780 shares; 2025Q2: 55,360 shares; 2025Q3: 56,362 shares; 2025Q4: 55,519 shares; 2026Q1: 57,691 shares 57,691 $6.12M 0.1% +2,172 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,017 shares; 2024Q4: 3,157 shares; 2025Q1: 4,025 shares; 2025Q2: 64,177 shares; 2025Q3: 64,119 shares; 2025Q4: 61,500 shares; 2026Q1: 66,112 shares 66,112 $6.1M 0.1% +4,612 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,268 shares; 2024Q4: 103,222 shares; 2025Q1: 89,070 shares; 2025Q2: 157,456 shares; 2025Q3: 151,054 shares; 2025Q4: 146,998 shares; 2026Q1: 197,440 shares 197,440 $6.06M 0.1% +50,442 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,734 shares; 2024Q4: 124,454 shares; 2025Q1: 117,779 shares; 2025Q2: 115,081 shares; 2025Q3: 115,287 shares; 2025Q4: 117,515 shares; 2026Q1: 134,549 shares 134,549 $6.03M 0.1% +17,034 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,825 shares; 2024Q4: 289,921 shares; 2025Q1: 273,690 shares; 2025Q2: 288,206 shares; 2025Q3: 259,451 shares; 2025Q4: 216,421 shares; 2026Q1: 209,136 shares 209,136 $6M 0.1% -7,285 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,813 shares; 2024Q4: 58,406 shares; 2025Q1: 63,768 shares; 2025Q2: 58,810 shares; 2025Q3: 61,378 shares; 2025Q4: 68,879 shares; 2026Q1: 77,646 shares 77,646 $6M 0.1% +8,767 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,559 shares; 2024Q4: 2,838 shares; 2025Q1: 2,863 shares; 2025Q2: 6,406 shares; 2025Q3: 7,804 shares; 2025Q4: 6,955 shares; 2026Q1: 6,909 shares 6,909 $5.98M 0.1% -46 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,157 shares; 2024Q4: 15,661 shares; 2025Q1: 15,277 shares; 2025Q2: 15,164 shares; 2025Q3: 9,828 shares; 2025Q4: 9,776 shares; 2026Q1: 9,871 shares 9,871 $5.97M 0.1% +95 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,917 shares; 2024Q4: 12,798 shares; 2025Q1: 13,542 shares; 2025Q2: 16,585 shares; 2025Q3: 13,345 shares; 2025Q4: 14,429 shares; 2026Q1: 12,551 shares 12,551 $5.94M 0.1% -1,878 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,576 shares; 2024Q4: 10,807 shares; 2025Q1: 11,614 shares; 2025Q2: 32,031 shares; 2025Q3: 31,043 shares; 2025Q4: 33,172 shares; 2026Q1: 34,113 shares 34,113 $5.91M 0.1% +941 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,197 shares; 2024Q4: 45,747 shares; 2025Q1: 50,077 shares; 2025Q2: 69,332 shares; 2025Q3: 99,793 shares; 2025Q4: 120,355 shares; 2026Q1: 151,997 shares 151,997 $5.91M 0.1% +31,642 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,639 shares; 2026Q1: 77,161 shares 77,161 $5.88M 0.09% -8,478 Timeline CAAA FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 281,306 shares; 2025Q3: 294,998 shares; 2025Q4: 296,939 shares; 2026Q1: 287,744 shares 287,744 $5.84M 0.09% -9,195 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,149 shares; 2024Q4: 81,282 shares; 2025Q1: 82,945 shares; 2025Q2: 93,757 shares; 2025Q3: 95,314 shares; 2025Q4: 94,592 shares; 2026Q1: 88,105 shares 88,105 $5.82M 0.09% -6,487 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,645 shares; 2024Q4: 59,553 shares; 2025Q1: 56,644 shares; 2025Q2: 65,986 shares; 2025Q3: 67,004 shares; 2025Q4: 64,016 shares; 2026Q1: 64,101 shares 64,101 $5.81M 0.09% +85 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,031 shares; 2024Q4: 34,596 shares; 2025Q1: 61,490 shares; 2025Q2: 87,584 shares; 2025Q3: 106,938 shares; 2025Q4: 148,080 shares; 2026Q1: 166,795 shares 166,795 $5.74M 0.09% +18,715 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,882 shares; 2024Q4: 77,980 shares; 2025Q1: 81,201 shares; 2025Q2: 86,368 shares; 2025Q3: 85,159 shares; 2025Q4: 84,452 shares; 2026Q1: 64,192 shares 64,192 $5.64M 0.09% -20,260 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,497 shares; 2024Q4: 70,942 shares; 2025Q1: 77,208 shares; 2025Q2: 84,487 shares; 2025Q3: 86,198 shares; 2025Q4: 88,641 shares; 2026Q1: 95,145 shares 95,145 $5.59M 0.09% +6,504 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,334 shares; 2024Q4: 9,548 shares; 2025Q1: 8,608 shares; 2025Q2: 12,079 shares; 2025Q3: 25,783 shares; 2025Q4: 31,400 shares; 2026Q1: 24,065 shares 24,065 $5.55M 0.09% -7,335 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,454 shares; 2024Q4: 20,775 shares; 2025Q1: 20,809 shares; 2025Q2: 23,991 shares; 2025Q3: 28,354 shares; 2025Q4: 21,886 shares; 2026Q1: 26,911 shares 26,911 $5.47M 0.09% +5,025 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 436,275 shares; 2024Q4: 472,441 shares; 2025Q1: 456,728 shares; 2025Q2: 454,762 shares; 2025Q3: 410,713 shares; 2025Q4: 410,555 shares; 2026Q1: 160,269 shares 160,269 $5.46M 0.09% -250,286 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,663 shares; 2025Q4: 87,876 shares; 2026Q1: 90,012 shares 90,012 $5.28M 0.09% +2,136 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,979 shares; 2024Q4: 39,594 shares; 2025Q1: 40,153 shares; 2025Q2: 38,915 shares; 2025Q3: 40,619 shares; 2025Q4: 44,228 shares; 2026Q1: 48,782 shares 48,782 $5.28M 0.09% +4,554 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,838 shares; 2024Q4: 12,980 shares; 2025Q1: 13,004 shares; 2025Q2: 13,302 shares; 2025Q3: 14,445 shares; 2025Q4: 14,358 shares; 2026Q1: 14,703 shares 14,703 $5.25M 0.08% +345 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307,826 shares; 2024Q4: 317,555 shares; 2025Q1: 349,176 shares; 2025Q2: 329,645 shares; 2025Q3: 228,469 shares; 2025Q4: 186,057 shares; 2026Q1: 181,171 shares 181,171 $5.2M 0.08% -4,886 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,189 shares; 2024Q4: 21,623 shares; 2025Q1: 22,403 shares; 2025Q2: 23,010 shares; 2025Q3: 23,563 shares; 2025Q4: 23,772 shares; 2026Q1: 23,928 shares 23,928 $5.18M 0.08% +156 Timeline DWAW ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,364 shares; 2024Q4: 146,198 shares; 2025Q1: 148,646 shares; 2025Q2: 151,694 shares; 2025Q3: 146,855 shares; 2025Q4: 139,734 shares; 2026Q1: 120,544 shares 120,544 $5.17M 0.08% -19,190 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,894 shares; 2024Q4: 42,719 shares; 2025Q1: 45,036 shares; 2025Q2: 45,166 shares; 2025Q3: 46,762 shares; 2025Q4: 47,135 shares; 2026Q1: 48,002 shares 48,002 $5.11M 0.08% +867 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,511 shares; 2024Q4: 3,262 shares; 2025Q1: 2,965 shares; 2025Q2: 23,111 shares; 2025Q3: 26,178 shares; 2025Q4: 50,374 shares; 2026Q1: 50,751 shares 50,751 $5.11M 0.08% +377 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,240 shares; 2024Q4: 64,242 shares; 2025Q1: 52,844 shares; 2025Q2: 55,096 shares; 2025Q3: 47,600 shares; 2025Q4: 41,485 shares; 2026Q1: 38,555 shares 38,555 $5.1M 0.08% -2,930 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,843 shares; 2026Q1: 43,971 shares 43,971 $5.07M 0.08% -872 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,167 shares; 2024Q4: 30,100 shares; 2025Q1: 30,671 shares; 2025Q2: 34,210 shares; 2025Q3: 34,835 shares; 2025Q4: 38,034 shares; 2026Q1: 35,431 shares 35,431 $5.05M 0.08% -2,603 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,641 shares; 2024Q4: 47,634 shares; 2025Q1: 53,802 shares; 2025Q2: 55,980 shares; 2025Q3: 48,633 shares; 2025Q4: 58,935 shares; 2026Q1: 51,182 shares 51,182 $5.04M 0.08% -7,753 Timeline ARTNA ARTESIAN RES CORP More: the full row for ARTESIAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,603 shares; 2025Q3: 117,493 shares; 2025Q4: 125,620 shares; 2026Q1: 157,887 shares 157,887 $5.03M 0.08% +32,267 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,229 shares; 2024Q4: 25,598 shares; 2025Q1: 11,744 shares; 2025Q2: 19,856 shares; 2025Q3: 19,859 shares; 2025Q4: 13,809 shares; 2026Q1: 17,692 shares 17,692 $4.94M 0.08% +3,883 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,811 shares; 2024Q4: 40,053 shares; 2025Q1: 33,877 shares; 2025Q2: 33,446 shares; 2025Q3: 32,116 shares; 2025Q4: 28,195 shares; 2026Q1: 95,919 shares 95,919 $4.93M 0.08% +67,724 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,892 shares; 2024Q4: 43,309 shares; 2025Q1: 46,487 shares; 2025Q2: 46,499 shares; 2025Q3: 48,709 shares; 2025Q4: 50,626 shares; 2026Q1: 52,149 shares 52,149 $4.88M 0.08% +1,523 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,710 shares 77,710 $4.87M 0.08% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,592 shares; 2024Q4: 7,556 shares; 2025Q1: 7,645 shares; 2025Q2: 7,718 shares; 2025Q3: 7,662 shares; 2025Q4: 7,877 shares; 2026Q1: 7,892 shares 7,892 $4.87M 0.08% +15 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,112 shares; 2024Q4: 50,973 shares; 2025Q1: 48,345 shares; 2025Q2: 77,470 shares; 2025Q3: 67,532 shares; 2025Q4: 72,918 shares; 2026Q1: 75,798 shares 75,798 $4.86M 0.08% +2,880 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,636 shares; 2024Q4: 33,784 shares; 2025Q1: 34,211 shares; 2025Q2: 32,410 shares; 2025Q3: 32,224 shares; 2025Q4: 33,052 shares; 2026Q1: 32,622 shares 32,622 $4.84M 0.08% -430 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,015 shares; 2025Q3: 3,971 shares; 2025Q4: 16,686 shares; 2026Q1: 16,177 shares 16,177 $4.8M 0.08% -509 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,889 shares; 2024Q4: 8,589 shares; 2025Q1: 17,376 shares; 2025Q2: 15,797 shares; 2025Q3: 89,702 shares; 2025Q4: 91,231 shares; 2026Q1: 94,876 shares 94,876 $4.78M 0.08% +3,645 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,393 shares; 2024Q4: 104,220 shares; 2025Q1: 116,624 shares; 2025Q2: 114,510 shares; 2025Q3: 139,789 shares; 2025Q4: 164,103 shares; 2026Q1: 101,581 shares 101,581 $4.77M 0.08% -62,522 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,446 shares; 2024Q4: 10,820 shares; 2025Q1: 11,385 shares; 2025Q2: 17,000 shares; 2025Q3: 19,028 shares; 2025Q4: 19,259 shares; 2026Q1: 18,932 shares 18,932 $4.74M 0.08% -327 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,334 shares; 2024Q4: 9,947 shares; 2025Q1: 26,068 shares; 2025Q2: 28,964 shares; 2025Q3: 32,076 shares; 2025Q4: 31,409 shares; 2026Q1: 32,682 shares 32,682 $4.74M 0.08% +1,273 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,945 shares; 2024Q4: 50,909 shares; 2025Q1: 53,054 shares; 2025Q2: 53,037 shares; 2025Q3: 53,689 shares; 2025Q4: 51,702 shares; 2026Q1: 50,449 shares 50,449 $4.74M 0.08% -1,253 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,657 shares; 2024Q4: 68,884 shares; 2025Q1: 42,972 shares; 2025Q2: 44,377 shares; 2025Q3: 51,904 shares; 2025Q4: 56,237 shares; 2026Q1: 51,349 shares 51,349 $4.7M 0.08% -4,888 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,640 shares; 2024Q4: 173,241 shares; 2025Q1: 164,732 shares; 2025Q2: 190,473 shares; 2025Q3: 194,638 shares; 2025Q4: 90,182 shares; 2026Q1: 96,432 shares 96,432 $4.7M 0.08% +6,250 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,170 shares; 2024Q4: 44,545 shares; 2025Q1: 47,592 shares; 2025Q2: 48,039 shares; 2025Q3: 47,338 shares; 2025Q4: 48,404 shares; 2026Q1: 48,431 shares 48,431 $4.67M 0.08% +27 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,235 shares; 2024Q4: 40,021 shares; 2025Q1: 42,578 shares; 2025Q2: 28,047 shares; 2025Q3: 25,836 shares; 2025Q4: 20,519 shares; 2026Q1: 36,042 shares 36,042 $4.64M 0.07% +15,523 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 974 shares; 2025Q1: 957 shares; 2025Q2: 936 shares; 2025Q3: 926 shares; 2025Q4: 913 shares; 2026Q1: 1,093 shares 1,093 $4.6M 0.07% +180 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,925 shares; 2024Q4: 4,983 shares; 2025Q1: 4,740 shares; 2025Q2: 4,865 shares; 2025Q3: 11,798 shares; 2025Q4: 20,816 shares; 2026Q1: 25,383 shares 25,383 $4.56M 0.07% +4,567 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,180 shares; 2024Q4: 44,488 shares; 2025Q1: 44,614 shares; 2025Q2: 46,049 shares; 2025Q3: 41,834 shares; 2025Q4: 40,621 shares; 2026Q1: 91,519 shares 91,519 $4.53M 0.07% +50,898 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,981 shares; 2024Q4: 2,072 shares; 2025Q1: 2,780 shares; 2025Q2: 2,848 shares; 2025Q3: 10,732 shares; 2025Q4: 13,561 shares; 2026Q1: 21,611 shares 21,611 $4.52M 0.07% +8,050 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,984 shares; 2024Q4: 59,002 shares; 2025Q1: 56,422 shares; 2025Q2: 60,089 shares; 2025Q3: 55,519 shares; 2025Q4: 56,377 shares; 2026Q1: 60,055 shares 60,055 $4.51M 0.07% +3,678 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,729 shares; 2024Q4: 15,313 shares; 2025Q1: 16,373 shares; 2025Q2: 15,631 shares; 2025Q3: 15,717 shares; 2025Q4: 15,564 shares; 2026Q1: 15,443 shares 15,443 $4.51M 0.07% -121 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,798 shares 76,798 $4.5M 0.07% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,696 shares; 2025Q2: 23,459 shares; 2025Q3: 71,581 shares; 2025Q4: 59,202 shares; 2026Q1: 35,461 shares 35,461 $4.48M 0.07% -23,741 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,842 shares 68,842 $4.48M 0.07% new Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 155,795 shares; 2025Q2: 144,387 shares; 2025Q3: 161,195 shares; 2025Q4: 164,543 shares; 2026Q1: 147,427 shares 147,427 $4.43M 0.07% -17,116 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,317 shares; 2024Q4: 111,951 shares; 2025Q1: 104,435 shares; 2025Q2: 95,557 shares; 2025Q3: 94,836 shares; 2025Q4: 97,834 shares; 2026Q1: 96,736 shares 96,736 $4.41M 0.07% -1,098 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,086 shares; 2024Q4: 52,203 shares; 2025Q1: 51,052 shares; 2025Q2: 39,099 shares; 2025Q3: 39,468 shares; 2025Q4: 40,109 shares; 2026Q1: 40,487 shares 40,487 $4.4M 0.07% +378 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,958 shares; 2024Q4: 26,633 shares; 2025Q1: 25,154 shares; 2025Q2: 21,218 shares; 2025Q3: 27,114 shares; 2025Q4: 29,441 shares; 2026Q1: 30,048 shares 30,048 $4.39M 0.07% +607 Timeline RFCI ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,476 shares; 2024Q4: 193,193 shares; 2025Q1: 189,189 shares; 2025Q2: 191,313 shares; 2025Q3: 198,797 shares; 2025Q4: 202,915 shares; 2026Q1: 195,813 shares 195,813 $4.39M 0.07% -7,102 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 371 shares; 2025Q4: 391 shares; 2026Q1: 3,120 shares 3,120 $4.3M 0.07% +2,729 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,127 shares; 2024Q4: 17,611 shares; 2025Q1: 21,885 shares; 2025Q2: 26,483 shares; 2025Q3: 25,946 shares; 2025Q4: 25,879 shares; 2026Q1: 28,041 shares 28,041 $4.29M 0.07% +2,162 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 581,288 shares; 2024Q4: 550,709 shares; 2025Q1: 479,603 shares; 2025Q2: 474,774 shares; 2025Q3: 474,210 shares; 2025Q4: 475,589 shares; 2026Q1: 476,156 shares 476,156 $4.28M 0.07% +567 Timeline RGCO RGC RES INC More: the full row for RGC RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158,340 shares; 2025Q3: 170,014 shares; 2025Q4: 176,437 shares; 2026Q1: 192,959 shares 192,959 $4.25M 0.07% +16,522 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,390 shares; 2024Q4: 101,013 shares; 2025Q1: 107,494 shares; 2025Q2: 119,540 shares; 2025Q3: 119,428 shares; 2025Q4: 97,001 shares; 2026Q1: 109,791 shares 109,791 $4.22M 0.07% +12,790 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,141 shares; 2024Q4: 24,294 shares; 2025Q1: 22,976 shares; 2025Q2: 21,890 shares; 2025Q3: 21,048 shares; 2025Q4: 20,393 shares; 2026Q1: 20,256 shares 20,256 $4.22M 0.07% -137 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,350 shares; 2024Q4: 11,718 shares; 2025Q1: 11,033 shares; 2025Q2: 16,089 shares; 2025Q3: 16,215 shares; 2025Q4: 16,268 shares; 2026Q1: 17,014 shares 17,014 $4.21M 0.07% +746 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,959 shares; 2024Q4: 16,657 shares; 2025Q1: 17,621 shares; 2025Q2: 16,676 shares; 2025Q3: 18,039 shares; 2025Q4: 18,516 shares; 2026Q1: 19,397 shares 19,397 $4.19M 0.07% +881 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,696 shares; 2024Q4: 76,272 shares; 2025Q1: 56,550 shares; 2025Q2: 53,087 shares; 2025Q3: 42,152 shares; 2025Q4: 40,545 shares; 2026Q1: 39,481 shares 39,481 $4.19M 0.07% -1,064 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,033 shares; 2024Q4: 4,322 shares; 2025Q1: 5,833 shares; 2025Q2: 17,594 shares; 2025Q3: 6,373 shares; 2025Q4: 6,168 shares; 2026Q1: 34,950 shares 34,950 $4.15M 0.07% +28,782 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,208 shares; 2024Q4: 17,163 shares; 2025Q1: 9,362 shares; 2025Q2: 9,558 shares; 2025Q3: 11,787 shares; 2025Q4: 10,497 shares; 2026Q1: 88,945 shares 88,945 $4.11M 0.07% +78,448 Timeline DALI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,787 shares; 2024Q4: 164,577 shares; 2025Q1: 162,889 shares; 2025Q2: 165,970 shares; 2025Q3: 160,294 shares; 2025Q4: 151,386 shares; 2026Q1: 146,950 shares 146,950 $4.09M 0.07% -4,436 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,330 shares; 2024Q4: 33,048 shares; 2025Q1: 33,864 shares; 2025Q2: 36,508 shares; 2025Q3: 37,547 shares; 2025Q4: 38,678 shares; 2026Q1: 20,603 shares 20,603 $4.09M 0.07% -18,075 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,063 shares; 2025Q4: 2,979 shares; 2026Q1: 33,695 shares 33,695 $4.08M 0.07% +30,716 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,095 shares; 2024Q4: not reported; 2025Q1: 3,060 shares; 2025Q2: 2,743 shares; 2025Q3: 14,384 shares; 2025Q4: 5,523 shares; 2026Q1: 40,742 shares 40,742 $4.07M 0.07% +35,219 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,100 shares; 2024Q4: 33,714 shares; 2025Q1: 54,801 shares; 2025Q2: 56,375 shares; 2025Q3: 57,079 shares; 2025Q4: 57,426 shares; 2026Q1: 57,695 shares 57,695 $4.05M 0.07% +269 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,410 shares; 2024Q4: 38,275 shares; 2025Q1: 37,876 shares; 2025Q2: 37,953 shares; 2025Q3: 41,032 shares; 2025Q4: 42,168 shares; 2026Q1: 43,883 shares 43,883 $4.05M 0.07% +1,715 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,674 shares; 2024Q4: 23,330 shares; 2025Q1: 23,610 shares; 2025Q2: 22,945 shares; 2025Q3: 66,401 shares; 2025Q4: 163,246 shares; 2026Q1: 134,465 shares 134,465 $4.05M 0.07% -28,781 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,707 shares; 2024Q4: 20,767 shares; 2025Q1: 23,859 shares; 2025Q2: 25,951 shares; 2025Q3: 25,864 shares; 2025Q4: 20,438 shares; 2026Q1: 20,987 shares 20,987 $4.03M 0.06% +549 Timeline PIE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,564 shares; 2024Q4: 58,147 shares; 2025Q1: 57,537 shares; 2025Q2: 58,413 shares; 2025Q3: 57,737 shares; 2025Q4: 54,638 shares; 2026Q1: 153,584 shares 153,584 $4M 0.06% +98,946 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,994 shares; 2024Q4: 22,024 shares; 2025Q1: 21,799 shares; 2025Q2: 66,362 shares; 2025Q3: 63,106 shares; 2025Q4: 37,262 shares; 2026Q1: 34,322 shares 34,322 $3.99M 0.06% -2,940 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,714 shares; 2024Q4: 19,354 shares; 2025Q1: 53,448 shares; 2025Q2: 61,962 shares; 2025Q3: 63,563 shares; 2025Q4: 64,821 shares; 2026Q1: 54,720 shares 54,720 $3.98M 0.06% -10,101 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,409 shares; 2024Q4: 11,395 shares; 2025Q1: 121,547 shares; 2025Q2: 129,485 shares; 2025Q3: 129,774 shares; 2025Q4: 144,509 shares; 2026Q1: 146,616 shares 146,616 $3.98M 0.06% +2,107 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,875 shares; 2024Q4: 10,041 shares; 2025Q1: 10,070 shares; 2025Q2: 8,881 shares; 2025Q3: 9,987 shares; 2025Q4: 10,587 shares; 2026Q1: 12,614 shares 12,614 $3.96M 0.06% +2,027 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,083 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,622 shares 77,622 $3.94M 0.06% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,103 shares; 2024Q4: 75,404 shares; 2025Q1: 79,290 shares; 2025Q2: 94,434 shares; 2025Q3: 86,624 shares; 2025Q4: 86,408 shares; 2026Q1: 85,601 shares 85,601 $3.92M 0.06% -807 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,906 shares; 2024Q4: 56,965 shares; 2025Q1: 17,907 shares; 2025Q2: 14,228 shares; 2025Q3: 12,695 shares; 2025Q4: 25,306 shares; 2026Q1: 26,644 shares 26,644 $3.91M 0.06% +1,338 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,153 shares; 2024Q4: 60,092 shares; 2025Q1: 53,774 shares; 2025Q2: 53,702 shares; 2025Q3: 54,620 shares; 2025Q4: 54,423 shares; 2026Q1: 53,947 shares 53,947 $3.9M 0.06% -476 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,858 shares; 2024Q4: 6,947 shares; 2025Q1: 8,338 shares; 2025Q2: 8,846 shares; 2025Q3: 8,750 shares; 2025Q4: 8,836 shares; 2026Q1: 9,144 shares 9,144 $3.89M 0.06% +308 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,933 shares; 2024Q4: 1,936 shares; 2025Q1: 2,112 shares; 2025Q2: 9,297 shares; 2025Q3: 9,124 shares; 2025Q4: 9,316 shares; 2026Q1: 18,322 shares 18,322 $3.87M 0.06% +9,006 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,141 shares; 2024Q4: 49,351 shares; 2025Q1: 53,453 shares; 2025Q2: 55,484 shares; 2025Q3: 48,613 shares; 2025Q4: 45,666 shares; 2026Q1: 43,212 shares 43,212 $3.87M 0.06% -2,454 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,992 shares; 2024Q4: 6,874 shares; 2025Q1: 8,178 shares; 2025Q2: 11,539 shares; 2025Q3: 12,048 shares; 2025Q4: 13,749 shares; 2026Q1: 21,135 shares 21,135 $3.86M 0.06% +7,386 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,522 shares; 2024Q4: 53,994 shares; 2025Q1: 64,088 shares; 2025Q2: 81,568 shares; 2025Q3: 88,093 shares; 2025Q4: 59,949 shares; 2026Q1: 59,568 shares 59,568 $3.85M 0.06% -381 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,846 shares; 2024Q4: 14,623 shares; 2025Q1: 17,443 shares; 2025Q2: 17,537 shares; 2025Q3: 18,499 shares; 2025Q4: 19,052 shares; 2026Q1: 23,011 shares 23,011 $3.82M 0.06% +3,959 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,650 shares; 2024Q4: 21,182 shares; 2025Q1: 10,877 shares; 2025Q2: 11,157 shares; 2025Q3: 13,943 shares; 2025Q4: 26,888 shares; 2026Q1: 28,628 shares 28,628 $3.81M 0.06% +1,740 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,096 shares; 2024Q4: 3,166 shares; 2025Q1: 3,198 shares; 2025Q2: 2,964 shares; 2025Q3: 3,379 shares; 2025Q4: 3,518 shares; 2026Q1: 3,478 shares 3,478 $3.8M 0.06% -40 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,685 shares; 2024Q4: 13,137 shares; 2025Q1: 13,995 shares; 2025Q2: 15,144 shares; 2025Q3: 17,004 shares; 2025Q4: 16,258 shares; 2026Q1: 16,218 shares 16,218 $3.8M 0.06% -40 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,499 shares; 2024Q4: 81,691 shares; 2025Q1: 70,647 shares; 2025Q2: 55,913 shares; 2025Q3: 51,077 shares; 2025Q4: 49,543 shares; 2026Q1: 51,828 shares 51,828 $3.79M 0.06% +2,285 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,626 shares; 2024Q4: 77,459 shares; 2025Q1: 112,658 shares; 2025Q2: 133,339 shares; 2025Q3: 129,939 shares; 2025Q4: 151,765 shares; 2026Q1: 164,271 shares 164,271 $3.77M 0.06% +12,506 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,938 shares; 2024Q4: 11,233 shares; 2025Q1: 14,873 shares; 2025Q2: 25,087 shares; 2025Q3: 14,566 shares; 2025Q4: 15,759 shares; 2026Q1: 22,879 shares 22,879 $3.77M 0.06% +7,120 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,858 shares; 2024Q4: 17,977 shares; 2025Q1: 17,792 shares; 2025Q2: 20,652 shares; 2025Q3: 20,630 shares; 2025Q4: 20,919 shares; 2026Q1: 20,034 shares 20,034 $3.74M 0.06% -885 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,791 shares; 2024Q4: 13,861 shares; 2025Q1: 8,463 shares; 2025Q2: 6,638 shares; 2025Q3: 7,529 shares; 2025Q4: 49,278 shares; 2026Q1: 49,658 shares 49,658 $3.73M 0.06% +380 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,614 shares; 2024Q4: 114,059 shares; 2025Q1: 133,603 shares; 2025Q2: 140,336 shares; 2025Q3: 152,636 shares; 2025Q4: 163,718 shares; 2026Q1: 180,707 shares 180,707 $3.69M 0.06% +16,989 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,937 shares; 2024Q4: 21,060 shares; 2025Q1: 36,348 shares; 2025Q2: 26,536 shares; 2025Q3: 42,392 shares; 2025Q4: 24,712 shares; 2026Q1: 28,110 shares 28,110 $3.69M 0.06% +3,398 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,890 shares; 2025Q2: 9,085 shares; 2025Q3: 9,125 shares; 2025Q4: 8,127 shares; 2026Q1: 23,673 shares 23,673 $3.68M 0.06% +15,546 Timeline LOAR LOAR HOLDINGS INC More: the full row for LOAR HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,824 shares 63,824 $3.66M 0.06% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,255 shares 17,255 $3.66M 0.06% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,392 shares; 2024Q4: 12,033 shares; 2025Q1: 12,120 shares; 2025Q2: 9,255 shares; 2025Q3: 10,920 shares; 2025Q4: 11,420 shares; 2026Q1: 10,640 shares 10,640 $3.66M 0.06% -780 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,830 shares; 2024Q4: 136,962 shares; 2025Q1: 157,831 shares; 2025Q2: 161,951 shares; 2025Q3: 165,913 shares; 2025Q4: 169,882 shares; 2026Q1: 157,394 shares 157,394 $3.65M 0.06% -12,488 Timeline GDMN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,062 shares; 2026Q1: 35,955 shares 35,955 $3.64M 0.06% +16,893 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,776 shares; 2024Q4: 116,203 shares; 2025Q1: 134,261 shares; 2025Q2: 141,132 shares; 2025Q3: 153,183 shares; 2025Q4: 174,544 shares; 2026Q1: 194,733 shares 194,733 $3.63M 0.06% +20,189 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,872 shares; 2024Q4: 106,289 shares; 2025Q1: 130,385 shares; 2025Q2: 137,394 shares; 2025Q3: 150,831 shares; 2025Q4: 168,151 shares; 2026Q1: 184,804 shares 184,804 $3.63M 0.06% +16,653 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,311 shares; 2024Q4: 19,980 shares; 2025Q1: 20,160 shares; 2025Q2: 34,477 shares; 2025Q3: 35,513 shares; 2025Q4: 35,173 shares; 2026Q1: 49,185 shares 49,185 $3.62M 0.06% +14,012 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,250 shares; 2025Q1: 28,390 shares; 2025Q2: 30,407 shares; 2025Q3: 31,542 shares; 2025Q4: 31,327 shares; 2026Q1: 31,081 shares 31,081 $3.61M 0.06% -246 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,966 shares; 2024Q4: 63,639 shares; 2025Q1: 65,824 shares; 2025Q2: 66,160 shares; 2025Q3: 68,695 shares; 2025Q4: 70,025 shares; 2026Q1: 73,028 shares 73,028 $3.61M 0.06% +3,003 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 3,698 shares; 2025Q1: 3,813 shares; 2025Q2: 14,133 shares; 2025Q3: 8,766 shares; 2025Q4: 4,552 shares; 2026Q1: 4,667 shares 4,667 $3.61M 0.06% +115 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,991 shares; 2024Q4: 115,542 shares; 2025Q1: 151,483 shares; 2025Q2: 160,456 shares; 2025Q3: 174,449 shares; 2025Q4: 185,683 shares; 2026Q1: 184,198 shares 184,198 $3.6M 0.06% -1,485 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,178 shares; 2024Q4: 33,076 shares; 2025Q1: 33,150 shares; 2025Q2: 31,699 shares; 2025Q3: 30,068 shares; 2025Q4: 27,858 shares; 2026Q1: 28,045 shares 28,045 $3.6M 0.06% +187 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,575 shares; 2024Q4: not reported; 2025Q1: 5,475 shares; 2025Q2: 5,475 shares; 2025Q3: 9,009 shares; 2025Q4: 9,054 shares; 2026Q1: 67,934 shares 67,934 $3.59M 0.06% +58,880 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,178 shares; 2024Q4: 125,044 shares; 2025Q1: 137,137 shares; 2025Q2: 140,069 shares; 2025Q3: 143,779 shares; 2025Q4: 156,944 shares; 2026Q1: 159,918 shares 159,918 $3.58M 0.06% +2,974 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,415 shares; 2024Q4: 35,523 shares; 2025Q1: 35,610 shares; 2025Q2: 34,310 shares; 2025Q3: 36,378 shares; 2025Q4: 39,279 shares; 2026Q1: 38,793 shares 38,793 $3.57M 0.06% -486 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,455 shares; 2024Q4: 35,076 shares; 2025Q1: 37,974 shares; 2025Q2: 40,883 shares; 2025Q3: 40,343 shares; 2025Q4: 39,848 shares; 2026Q1: 36,693 shares 36,693 $3.57M 0.06% -3,155 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,266 shares; 2024Q4: 60,468 shares; 2025Q1: 60,421 shares; 2025Q2: 64,844 shares; 2025Q3: 71,145 shares; 2025Q4: 68,928 shares; 2026Q1: 69,445 shares 69,445 $3.5M 0.06% +517 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,745 shares; 2024Q4: 26,533 shares; 2025Q1: 26,987 shares; 2025Q2: 26,888 shares; 2025Q3: 41,492 shares; 2025Q4: 25,678 shares; 2026Q1: 21,261 shares 21,261 $3.49M 0.06% -4,417 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,991 shares; 2024Q4: 17,915 shares; 2025Q1: 18,420 shares; 2025Q2: 24,075 shares; 2025Q3: 63,529 shares; 2025Q4: 64,230 shares; 2026Q1: 29,282 shares 29,282 $3.47M 0.06% -34,948 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,463 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,776 shares; 2025Q3: 76,089 shares; 2025Q4: 74,720 shares; 2026Q1: 97,725 shares 97,725 $3.47M 0.06% +23,005 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 538,683 shares; 2024Q4: 64,737 shares; 2025Q1: 61,856 shares; 2025Q2: 61,393 shares; 2025Q3: 59,977 shares; 2025Q4: 61,114 shares; 2026Q1: 60,950 shares 60,950 $3.45M 0.06% -164 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,720 shares; 2024Q4: 33,497 shares; 2025Q1: 36,648 shares; 2025Q2: 50,053 shares; 2025Q3: 59,489 shares; 2025Q4: 36,233 shares; 2026Q1: 35,443 shares 35,443 $3.45M 0.06% -790 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,261 shares; 2024Q4: 43,463 shares; 2025Q1: 41,596 shares; 2025Q2: 42,910 shares; 2025Q3: 41,992 shares; 2025Q4: 41,004 shares; 2026Q1: 40,740 shares 40,740 $3.44M 0.06% -264 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,559 shares; 2024Q4: 70,195 shares; 2025Q1: 67,502 shares; 2025Q2: 67,602 shares; 2025Q3: 69,220 shares; 2025Q4: 69,402 shares; 2026Q1: 70,571 shares 70,571 $3.42M 0.06% +1,169 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,566 shares; 2024Q4: 89,283 shares; 2025Q1: 89,158 shares; 2025Q2: 93,087 shares; 2025Q3: 90,696 shares; 2025Q4: 85,978 shares; 2026Q1: 84,713 shares 84,713 $3.4M 0.05% -1,265 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,945 shares; 2024Q4: 20,359 shares; 2025Q1: 20,138 shares; 2025Q2: 18,124 shares; 2025Q3: 18,422 shares; 2025Q4: 17,933 shares; 2026Q1: 18,116 shares 18,116 $3.35M 0.05% +183 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,203 shares; 2024Q4: 67,055 shares; 2025Q1: 64,734 shares; 2025Q2: 44,259 shares; 2025Q3: 37,364 shares; 2025Q4: 34,242 shares; 2026Q1: 38,565 shares 38,565 $3.34M 0.05% +4,323 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,341 shares; 2024Q4: 23,949 shares; 2025Q1: 24,371 shares; 2025Q2: 27,000 shares; 2025Q3: 32,206 shares; 2025Q4: 31,831 shares; 2026Q1: 30,082 shares 30,082 $3.3M 0.05% -1,749 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,618 shares; 2024Q4: 118,596 shares; 2025Q1: 127,706 shares; 2025Q2: 130,790 shares; 2025Q3: 134,584 shares; 2025Q4: 149,107 shares; 2026Q1: 152,105 shares 152,105 $3.3M 0.05% +2,998 Timeline RIGS ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,391 shares; 2024Q4: 88,654 shares; 2025Q1: 86,395 shares; 2025Q2: 139,846 shares; 2025Q3: 144,629 shares; 2025Q4: 147,977 shares; 2026Q1: 144,064 shares 144,064 $3.29M 0.05% -3,913 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,409 shares; 2024Q4: 68,834 shares; 2025Q1: 66,871 shares; 2025Q2: 66,435 shares; 2025Q3: 71,666 shares; 2025Q4: 74,874 shares; 2026Q1: 109,087 shares 109,087 $3.27M 0.05% +34,213 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,173 shares; 2025Q4: 90,558 shares; 2026Q1: 96,127 shares 96,127 $3.25M 0.05% +5,569 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,578 shares; 2024Q4: 14,322 shares; 2025Q1: 15,713 shares; 2025Q2: 15,315 shares; 2025Q3: 14,682 shares; 2025Q4: 13,581 shares; 2026Q1: 11,137 shares 11,137 $3.24M 0.05% -2,444 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,303 shares; 2024Q4: 89,335 shares; 2025Q1: 87,505 shares; 2025Q2: 93,420 shares; 2025Q3: 96,684 shares; 2025Q4: 78,206 shares; 2026Q1: 74,049 shares 74,049 $3.23M 0.05% -4,157 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,187 shares; 2024Q4: 14,696 shares; 2025Q1: 14,449 shares; 2025Q2: 16,917 shares; 2025Q3: 17,733 shares; 2025Q4: 16,917 shares; 2026Q1: 20,667 shares 20,667 $3.21M 0.05% +3,750 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,483 shares; 2024Q4: 124,320 shares; 2025Q1: 137,793 shares; 2025Q2: 145,024 shares; 2025Q3: 163,545 shares; 2025Q4: 135,591 shares; 2026Q1: 143,409 shares 143,409 $3.2M 0.05% +7,818 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,207 shares; 2024Q4: 107,265 shares; 2025Q1: 117,546 shares; 2025Q2: 120,555 shares; 2025Q3: 129,979 shares; 2025Q4: 138,769 shares; 2026Q1: 148,458 shares 148,458 $3.2M 0.05% +9,689 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,219 shares; 2024Q4: 59,620 shares; 2025Q1: 63,101 shares; 2025Q2: 54,886 shares; 2025Q3: 61,241 shares; 2025Q4: 52,704 shares; 2026Q1: 51,667 shares 51,667 $3.19M 0.05% -1,037 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,646 shares; 2024Q4: 13,035 shares; 2025Q1: 13,283 shares; 2025Q2: 12,530 shares; 2025Q3: 9,887 shares; 2025Q4: 12,169 shares; 2026Q1: 10,134 shares 10,134 $3.18M 0.05% -2,035 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,943 shares; 2024Q4: 145,572 shares; 2025Q1: 153,656 shares; 2025Q2: 155,143 shares; 2025Q3: 162,482 shares; 2025Q4: 9,175 shares; 2026Q1: 68,475 shares 68,475 $3.15M 0.05% +59,300 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,731 shares; 2024Q4: 99,314 shares; 2025Q1: 86,011 shares; 2025Q2: 179,393 shares; 2025Q3: 107,972 shares; 2025Q4: 113,628 shares; 2026Q1: 112,033 shares 112,033 $3.15M 0.05% -1,595 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,427 shares; 2024Q4: 42,873 shares; 2025Q1: 44,799 shares; 2025Q2: 49,226 shares; 2025Q3: 53,879 shares; 2025Q4: 54,235 shares; 2026Q1: 58,163 shares 58,163 $3.14M 0.05% +3,928 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,325 shares; 2024Q4: 5,925 shares; 2025Q1: 16,178 shares; 2025Q2: 49,539 shares; 2025Q3: 21,142 shares; 2025Q4: 22,973 shares; 2026Q1: 31,720 shares 31,720 $3.14M 0.05% +8,747 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,880 shares; 2024Q4: 8,808 shares; 2025Q1: not reported; 2025Q2: 7,926 shares; 2025Q3: 17,752 shares; 2025Q4: 73,736 shares; 2026Q1: 110,940 shares 110,940 $3.11M 0.05% +37,204 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,618 shares; 2024Q4: 4,577 shares; 2025Q1: 4,777 shares; 2025Q2: 12,888 shares; 2025Q3: 13,063 shares; 2025Q4: 13,660 shares; 2026Q1: 13,700 shares 13,700 $3.1M 0.05% +40 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,170 shares; 2024Q4: 104,059 shares; 2025Q1: 103,972 shares; 2025Q2: 114,263 shares; 2025Q3: 114,829 shares; 2025Q4: 114,931 shares; 2026Q1: 111,209 shares 111,209 $3.1M 0.05% -3,722 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,420 shares; 2025Q4: 25,260 shares; 2026Q1: 61,321 shares 61,321 $3.06M 0.05% +36,061 Timeline AFEM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,933 shares; 2024Q4: 33,222 shares; 2025Q1: 32,842 shares; 2025Q2: 33,698 shares; 2025Q3: 35,733 shares; 2025Q4: 37,417 shares; 2026Q1: 37,037 shares 37,037 $3.04M 0.05% -380 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,338 shares; 2024Q4: 51,353 shares; 2025Q1: 46,722 shares; 2025Q2: 46,084 shares; 2025Q3: 49,566 shares; 2025Q4: 51,480 shares; 2026Q1: 34,995 shares 34,995 $3.04M 0.05% -16,485 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,881 shares; 2024Q4: 15,043 shares; 2025Q1: 16,507 shares; 2025Q2: 45,682 shares; 2025Q3: 16,105 shares; 2025Q4: 50,533 shares; 2026Q1: 54,774 shares 54,774 $3.02M 0.05% +4,241 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,961 shares; 2024Q4: 19,293 shares; 2025Q1: 21,872 shares; 2025Q2: 22,095 shares; 2025Q3: 40,370 shares; 2025Q4: 50,904 shares; 2026Q1: 57,544 shares 57,544 $3.02M 0.05% +6,640 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,003 shares; 2024Q4: 3,374 shares; 2025Q1: 9,395 shares; 2025Q2: 9,407 shares; 2025Q3: 9,527 shares; 2025Q4: 8,910 shares; 2026Q1: 29,126 shares 29,126 $3.01M 0.05% +20,216 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,908 shares; 2024Q4: 194,029 shares; 2025Q1: 195,518 shares; 2025Q2: 197,536 shares; 2025Q3: 203,595 shares; 2025Q4: 209,153 shares; 2026Q1: 209,840 shares 209,840 $3.01M 0.05% +687 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 653 shares; 2025Q1: 1,115 shares; 2025Q2: 3,535 shares; 2025Q3: 4,053 shares; 2025Q4: 4,154 shares; 2026Q1: 4,128 shares 4,128 $3.01M 0.05% -26 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,423 shares; 2024Q4: 6,752 shares; 2025Q1: 6,919 shares; 2025Q2: 7,999 shares; 2025Q3: 8,053 shares; 2025Q4: 9,211 shares; 2026Q1: 9,599 shares 9,599 $3M 0.05% +388 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 149,508 shares; 2026Q1: 56,706 shares 56,706 $3M 0.05% -92,802 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,504 shares; 2024Q4: 28,224 shares; 2025Q1: 24,728 shares; 2025Q2: 24,050 shares; 2025Q3: 24,458 shares; 2025Q4: 23,570 shares; 2026Q1: 23,357 shares 23,357 $2.97M 0.05% -213 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,603 shares; 2025Q3: 15,731 shares; 2025Q4: 10,602 shares; 2026Q1: 38,287 shares 38,287 $2.97M 0.05% +27,685 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,083 shares; 2024Q4: 3,767 shares; 2025Q1: 7,005 shares; 2025Q2: 9,006 shares; 2025Q3: 16,756 shares; 2025Q4: 14,120 shares; 2026Q1: 18,072 shares 18,072 $2.96M 0.05% +3,952 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,855 shares; 2025Q3: 2,379 shares; 2025Q4: 2,669 shares; 2026Q1: 19,510 shares 19,510 $2.95M 0.05% +16,841 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,275 shares; 2025Q3: 14,452 shares; 2025Q4: 61,716 shares; 2026Q1: 62,708 shares 62,708 $2.95M 0.05% +992 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,372 shares; 2025Q1: 74,754 shares; 2025Q2: 77,806 shares; 2025Q3: 81,172 shares; 2025Q4: 131,333 shares; 2026Q1: 139,140 shares 139,140 $2.93M 0.05% +7,807 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,735 shares; 2026Q1: 18,912 shares 18,912 $2.92M 0.05% +177 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,332 shares; 2024Q4: 17,332 shares; 2025Q1: 17,478 shares; 2025Q2: 22,978 shares; 2025Q3: 40,123 shares; 2025Q4: 55,892 shares; 2026Q1: 57,210 shares 57,210 $2.91M 0.05% +1,318 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,896 shares; 2024Q4: 76,297 shares; 2025Q1: 75,553 shares; 2025Q2: 37,662 shares; 2025Q3: 38,293 shares; 2025Q4: 38,818 shares; 2026Q1: 38,611 shares 38,611 $2.89M 0.05% -207 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,546 shares; 2024Q4: 4,965 shares; 2025Q1: 9,321 shares; 2025Q2: 9,518 shares; 2025Q3: 9,462 shares; 2025Q4: 10,358 shares; 2026Q1: 11,124 shares 11,124 $2.86M 0.05% +766 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,596 shares; 2024Q4: 71,443 shares; 2025Q1: 61,250 shares; 2025Q2: 61,466 shares; 2025Q3: 56,812 shares; 2025Q4: 54,006 shares; 2026Q1: 56,034 shares 56,034 $2.84M 0.05% +2,028 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,300 shares; 2024Q4: 39,239 shares; 2025Q1: 40,090 shares; 2025Q2: 115,377 shares; 2025Q3: 55,736 shares; 2025Q4: 57,424 shares; 2026Q1: 69,066 shares 69,066 $2.84M 0.05% +11,642 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,991 shares; 2024Q4: 8,280 shares; 2025Q1: 9,111 shares; 2025Q2: 16,833 shares; 2025Q3: 25,522 shares; 2025Q4: 16,070 shares; 2026Q1: 17,706 shares 17,706 $2.83M 0.05% +1,636 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,154 shares; 2024Q4: 33,372 shares; 2025Q1: 34,689 shares; 2025Q2: 35,483 shares; 2025Q3: 35,979 shares; 2025Q4: 34,940 shares; 2026Q1: 34,404 shares 34,404 $2.82M 0.05% -536 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,372 shares; 2024Q4: 99,191 shares; 2025Q1: 97,599 shares; 2025Q2: 102,188 shares; 2025Q3: 103,698 shares; 2025Q4: 105,792 shares; 2026Q1: 99,444 shares 99,444 $2.81M 0.05% -6,348 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,182 shares; 2024Q4: 14,182 shares; 2025Q1: 14,046 shares; 2025Q2: 14,157 shares; 2025Q3: 11,459 shares; 2025Q4: 163,321 shares; 2026Q1: 167,894 shares 167,894 $2.81M 0.05% +4,573 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,203 shares; 2025Q2: 56,457 shares; 2025Q3: 57,417 shares; 2025Q4: 55,250 shares; 2026Q1: 54,780 shares 54,780 $2.8M 0.05% -470 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,714 shares; 2024Q4: 11,436 shares; 2025Q1: 12,575 shares; 2025Q2: 11,624 shares; 2025Q3: 11,605 shares; 2025Q4: 22,560 shares; 2026Q1: 55,774 shares 55,774 $2.79M 0.04% +33,214 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,238 shares; 2024Q4: 18,364 shares; 2025Q1: 21,681 shares; 2025Q2: 20,653 shares; 2025Q3: 7,063 shares; 2025Q4: 7,036 shares; 2026Q1: 6,040 shares 6,040 $2.78M 0.04% -996 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,294 shares; 2026Q1: 55,667 shares 55,667 $2.78M 0.04% +35,373 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,685 shares; 2024Q4: 28,785 shares; 2025Q1: 28,785 shares; 2025Q2: 32,015 shares; 2025Q3: 31,157 shares; 2025Q4: 30,864 shares; 2026Q1: 28,259 shares 28,259 $2.78M 0.04% -2,605 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,813 shares; 2024Q4: 12,470 shares; 2025Q1: 18,423 shares; 2025Q2: 53,127 shares; 2025Q3: 63,597 shares; 2025Q4: 61,942 shares; 2026Q1: 60,791 shares 60,791 $2.77M 0.04% -1,151 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 209 shares; 2025Q1: 236 shares; 2025Q2: 1,410 shares; 2025Q3: 1,500 shares; 2025Q4: 1,548 shares; 2026Q1: 1,600 shares 1,600 $2.77M 0.04% +52 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,469 shares; 2024Q4: 68,940 shares; 2025Q1: 104,639 shares; 2025Q2: 107,676 shares; 2025Q3: 115,640 shares; 2025Q4: 123,431 shares; 2026Q1: 132,762 shares 132,762 $2.75M 0.04% +9,331 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,168 shares; 2024Q4: 23,862 shares; 2025Q1: 24,183 shares; 2025Q2: 24,437 shares; 2025Q3: 25,457 shares; 2025Q4: 25,186 shares; 2026Q1: 26,841 shares 26,841 $2.75M 0.04% +1,655 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,454 shares; 2024Q4: 46,676 shares; 2025Q1: 52,385 shares; 2025Q2: 83,244 shares; 2025Q3: 81,756 shares; 2025Q4: 81,805 shares; 2026Q1: 94,251 shares 94,251 $2.75M 0.04% +12,446 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,231 shares; 2024Q4: 9,547 shares; 2025Q1: 9,633 shares; 2025Q2: 12,679 shares; 2025Q3: 12,951 shares; 2025Q4: 13,144 shares; 2026Q1: 13,416 shares 13,416 $2.73M 0.04% +272 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,891 shares; 2024Q4: 29,625 shares; 2025Q1: 31,301 shares; 2025Q2: 36,322 shares; 2025Q3: 43,769 shares; 2025Q4: 37,854 shares; 2026Q1: 36,644 shares 36,644 $2.73M 0.04% -1,210 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103,447 shares 103,447 $2.69M 0.04% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,601 shares; 2024Q4: 11,360 shares; 2025Q1: 11,121 shares; 2025Q2: 9,440 shares; 2025Q3: 9,734 shares; 2025Q4: 8,939 shares; 2026Q1: 8,930 shares 8,930 $2.67M 0.04% -9 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,944 shares; 2024Q4: 4,456 shares; 2025Q1: 5,319 shares; 2025Q2: 5,917 shares; 2025Q3: 6,041 shares; 2025Q4: 6,033 shares; 2026Q1: 6,498 shares 6,498 $2.65M 0.04% +465 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,376 shares; 2025Q3: 67,019 shares; 2025Q4: 67,500 shares; 2026Q1: 64,929 shares 64,929 $2.65M 0.04% -2,571 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,181 shares; 2026Q1: 49,625 shares 49,625 $2.62M 0.04% +33,444 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,873 shares; 2024Q4: 48,319 shares; 2025Q1: 49,465 shares; 2025Q2: 49,734 shares; 2025Q3: 48,035 shares; 2025Q4: 48,229 shares; 2026Q1: 49,161 shares 49,161 $2.61M 0.04% +932 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,104 shares; 2026Q1: 28,308 shares 28,308 $2.58M 0.04% +3,204 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,794 shares; 2024Q4: 16,620 shares; 2025Q1: 17,771 shares; 2025Q2: 85,955 shares; 2025Q3: 87,325 shares; 2025Q4: 98,293 shares; 2026Q1: 142,360 shares 142,360 $2.57M 0.04% +44,067 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,916 shares; 2024Q4: 5,923 shares; 2025Q1: not reported; 2025Q2: 9,155 shares; 2025Q3: 11,877 shares; 2025Q4: 33,374 shares; 2026Q1: 38,560 shares 38,560 $2.56M 0.04% +5,186 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,686 shares; 2025Q1: 2,914 shares; 2025Q2: 2,916 shares; 2025Q3: 2,870 shares; 2025Q4: 2,966 shares; 2026Q1: 18,393 shares 18,393 $2.55M 0.04% +15,427 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,181 shares; 2024Q4: 6,449 shares; 2025Q1: 6,598 shares; 2025Q2: 11,278 shares; 2025Q3: 11,245 shares; 2025Q4: 22,750 shares; 2026Q1: 23,294 shares 23,294 $2.54M 0.04% +544 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,487 shares; 2025Q3: 135,070 shares; 2025Q4: 125,414 shares; 2026Q1: 122,653 shares 122,653 $2.53M 0.04% -2,761 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,401 shares; 2024Q4: 97,312 shares; 2025Q1: 77,191 shares; 2025Q2: 60,903 shares; 2025Q3: 48,555 shares; 2025Q4: 47,529 shares; 2026Q1: 53,941 shares 53,941 $2.52M 0.04% +6,412 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,812 shares; 2025Q2: 17,718 shares; 2025Q3: 18,472 shares; 2025Q4: 86,626 shares; 2026Q1: 82,504 shares 82,504 $2.52M 0.04% -4,122 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,187 shares; 2024Q4: 74,589 shares; 2025Q1: 77,670 shares; 2025Q2: 80,028 shares; 2025Q3: 79,796 shares; 2025Q4: 62,712 shares; 2026Q1: 61,622 shares 61,622 $2.51M 0.04% -1,090 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,767 shares; 2024Q4: 191,794 shares; 2025Q1: 194,852 shares; 2025Q2: 247,109 shares; 2025Q3: 245,472 shares; 2025Q4: 215,343 shares; 2026Q1: 217,269 shares 217,269 $2.51M 0.04% +1,926 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,449 shares; 2024Q4: 1,297 shares; 2025Q1: 1,283 shares; 2025Q2: 8,664 shares; 2025Q3: 9,509 shares; 2025Q4: 9,811 shares; 2026Q1: 3,646 shares 3,646 $2.49M 0.04% -6,165 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,782 shares; 2024Q4: 13,505 shares; 2025Q1: 13,265 shares; 2025Q2: 20,337 shares; 2025Q3: 36,305 shares; 2025Q4: 51,238 shares; 2026Q1: 30,125 shares 30,125 $2.49M 0.04% -21,113 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,432 shares; 2024Q4: 185,100 shares; 2025Q1: 60,238 shares; 2025Q2: 59,705 shares; 2025Q3: 60,141 shares; 2025Q4: 61,207 shares; 2026Q1: 60,673 shares 60,673 $2.48M 0.04% -534 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,347 shares; 2024Q4: 1,466 shares; 2025Q1: 2,376 shares; 2025Q2: 4,361 shares; 2025Q3: 2,395 shares; 2025Q4: 2,757 shares; 2026Q1: 2,760 shares 2,760 $2.48M 0.04% +3 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,391 shares; 2024Q4: 22,710 shares; 2025Q1: 25,329 shares; 2025Q2: 27,514 shares; 2025Q3: 28,015 shares; 2025Q4: 31,663 shares; 2026Q1: 32,013 shares 32,013 $2.44M 0.04% +350 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,307 shares; 2024Q4: 32,962 shares; 2025Q1: 37,242 shares; 2025Q2: 81,358 shares; 2025Q3: 86,257 shares; 2025Q4: 89,480 shares; 2026Q1: 96,864 shares 96,864 $2.43M 0.04% +7,384 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,658 shares; 2024Q4: 126,043 shares; 2025Q1: 126,110 shares; 2025Q2: 168,362 shares; 2025Q3: 168,463 shares; 2025Q4: 195,094 shares; 2026Q1: 199,366 shares 199,366 $2.43M 0.04% +4,272 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,627 shares; 2024Q4: 19,104 shares; 2025Q1: 18,709 shares; 2025Q2: 40,088 shares; 2025Q3: 44,492 shares; 2025Q4: 44,541 shares; 2026Q1: 42,959 shares 42,959 $2.42M 0.04% -1,582 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,771 shares; 2024Q4: 14,559 shares; 2025Q1: 15,848 shares; 2025Q2: 15,207 shares; 2025Q3: 14,972 shares; 2025Q4: 15,680 shares; 2026Q1: 25,585 shares 25,585 $2.39M 0.04% +9,905 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,922 shares; 2025Q3: 27,507 shares; 2025Q4: 43,808 shares; 2026Q1: 83,884 shares 83,884 $2.38M 0.04% +40,076 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,207 shares; 2024Q4: 47,919 shares; 2025Q1: 48,291 shares; 2025Q2: 40,832 shares; 2025Q3: 39,745 shares; 2025Q4: 47,637 shares; 2026Q1: 47,234 shares 47,234 $2.38M 0.04% -403 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,860 shares; 2024Q4: 137,807 shares; 2025Q1: 165,018 shares; 2025Q2: 175,968 shares; 2025Q3: 179,189 shares; 2025Q4: 184,283 shares; 2026Q1: 199,521 shares 199,521 $2.37M 0.04% +15,238 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,173 shares; 2024Q4: 7,074 shares; 2025Q1: 6,960 shares; 2025Q2: 22,639 shares; 2025Q3: 24,887 shares; 2025Q4: 22,193 shares; 2026Q1: 22,944 shares 22,944 $2.37M 0.04% +751 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,138 shares; 2024Q4: 25,737 shares; 2025Q1: 24,921 shares; 2025Q2: 22,809 shares; 2025Q3: 22,674 shares; 2025Q4: 45,211 shares; 2026Q1: 45,111 shares 45,111 $2.37M 0.04% -100 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,450 shares; 2024Q4: 9,971 shares; 2025Q1: 9,722 shares; 2025Q2: 10,299 shares; 2025Q3: 11,866 shares; 2025Q4: 12,416 shares; 2026Q1: 11,929 shares 11,929 $2.36M 0.04% -487 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,414 shares; 2024Q4: 13,741 shares; 2025Q1: 13,663 shares; 2025Q2: 21,193 shares; 2025Q3: 12,255 shares; 2025Q4: 11,280 shares; 2026Q1: 10,828 shares 10,828 $2.36M 0.04% -452 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,629 shares; 2024Q4: 31,524 shares; 2025Q1: 57,518 shares; 2025Q2: 57,766 shares; 2025Q3: 61,728 shares; 2025Q4: 63,892 shares; 2026Q1: 57,956 shares 57,956 $2.35M 0.04% -5,936 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,724 shares; 2024Q4: 16,065 shares; 2025Q1: 18,768 shares; 2025Q2: 20,313 shares; 2025Q3: 16,260 shares; 2025Q4: 13,044 shares; 2026Q1: 19,759 shares 19,759 $2.34M 0.04% +6,715 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,900 shares; 2025Q2: 74,061 shares; 2025Q3: 80,087 shares; 2025Q4: 86,818 shares; 2026Q1: 64,671 shares 64,671 $2.32M 0.04% -22,147 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,588 shares; 2024Q4: 21,357 shares; 2025Q1: 21,530 shares; 2025Q2: 30,329 shares; 2025Q3: 41,750 shares; 2025Q4: 45,472 shares; 2026Q1: 88,346 shares 88,346 $2.32M 0.04% +42,874 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,250 shares; 2024Q4: 28,296 shares; 2025Q1: 34,119 shares; 2025Q2: 44,925 shares; 2025Q3: 19,602 shares; 2025Q4: 23,803 shares; 2026Q1: 18,995 shares 18,995 $2.3M 0.04% -4,808 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,449 shares; 2024Q4: 86,937 shares; 2025Q1: 89,191 shares; 2025Q2: 90,884 shares; 2025Q3: 90,890 shares; 2025Q4: 92,124 shares; 2026Q1: 93,858 shares 93,858 $2.29M 0.04% +1,734 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,690 shares; 2024Q4: 39,760 shares; 2025Q1: 52,865 shares; 2025Q2: 65,322 shares; 2025Q3: 63,698 shares; 2025Q4: 64,030 shares; 2026Q1: 65,115 shares 65,115 $2.29M 0.04% +1,085 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,273 shares; 2024Q4: 26,986 shares; 2025Q1: 23,737 shares; 2025Q2: 11,605 shares; 2025Q3: 7,763 shares; 2025Q4: 6,473 shares; 2026Q1: 9,404 shares 9,404 $2.29M 0.04% +2,931 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,430 shares; 2024Q4: 77,132 shares; 2025Q1: 86,164 shares; 2025Q2: 87,194 shares; 2025Q3: 84,673 shares; 2025Q4: 81,496 shares; 2026Q1: 67,971 shares 67,971 $2.28M 0.04% -13,525 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,255 shares; 2024Q4: 50,900 shares; 2025Q1: 64,357 shares; 2025Q2: 53,997 shares; 2025Q3: 42,330 shares; 2025Q4: 33,323 shares; 2026Q1: 37,554 shares 37,554 $2.28M 0.04% +4,231 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,542 shares; 2024Q4: 38,943 shares; 2025Q1: 34,543 shares; 2025Q2: 36,633 shares; 2025Q3: 39,044 shares; 2025Q4: 40,288 shares; 2026Q1: 41,654 shares 41,654 $2.27M 0.04% +1,366 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,595 shares; 2024Q4: 11,562 shares; 2025Q1: 11,745 shares; 2025Q2: 13,090 shares; 2025Q3: 11,694 shares; 2025Q4: 10,739 shares; 2026Q1: 12,316 shares 12,316 $2.27M 0.04% +1,577 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: 1,098 shares; 2025Q1: 1,821 shares; 2025Q2: 3,611 shares; 2025Q3: 4,294 shares; 2025Q4: 4,582 shares; 2026Q1: 5,251 shares 5,251 $2.27M 0.04% +669 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,172 shares; 2024Q4: 35,989 shares; 2025Q1: 42,944 shares; 2025Q2: 37,345 shares; 2025Q3: 37,240 shares; 2025Q4: 37,157 shares; 2026Q1: 49,979 shares 49,979 $2.26M 0.04% +12,822 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,961 shares; 2024Q4: 17,505 shares; 2025Q1: 18,596 shares; 2025Q2: 36,850 shares; 2025Q3: 19,615 shares; 2025Q4: 20,861 shares; 2026Q1: 29,286 shares 29,286 $2.26M 0.04% +8,425 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,236 shares; 2025Q4: 7,821 shares; 2026Q1: 48,710 shares 48,710 $2.24M 0.04% +40,889 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,093 shares; 2024Q4: 6,966 shares; 2025Q1: 6,402 shares; 2025Q2: 8,473 shares; 2025Q3: 8,360 shares; 2025Q4: 8,273 shares; 2026Q1: 7,971 shares 7,971 $2.24M 0.04% -302 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,634 shares; 2024Q4: 24,022 shares; 2025Q1: 13,072 shares; 2025Q2: 11,862 shares; 2025Q3: 10,430 shares; 2025Q4: 11,129 shares; 2026Q1: 10,761 shares 10,761 $2.24M 0.04% -368 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,798 shares; 2024Q4: 9,976 shares; 2025Q1: 10,392 shares; 2025Q2: 9,973 shares; 2025Q3: 7,951 shares; 2025Q4: 7,517 shares; 2026Q1: 7,334 shares 7,334 $2.22M 0.04% -183 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,618 shares; 2025Q1: 19,655 shares; 2025Q2: 29,823 shares; 2025Q3: 43,014 shares; 2025Q4: 50,171 shares; 2026Q1: 62,663 shares 62,663 $2.21M 0.04% +12,492 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,921 shares; 2024Q4: 9,624 shares; 2025Q1: 13,348 shares; 2025Q2: 14,451 shares; 2025Q3: 14,246 shares; 2025Q4: 15,991 shares; 2026Q1: 20,032 shares 20,032 $2.21M 0.04% +4,041 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,757 shares; 2025Q2: 51,435 shares; 2025Q3: 48,542 shares; 2025Q4: 49,057 shares; 2026Q1: 44,577 shares 44,577 $2.21M 0.04% -4,480 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,552 shares; 2024Q4: 27,245 shares; 2025Q1: 21,284 shares; 2025Q2: 66,347 shares; 2025Q3: 75,099 shares; 2025Q4: 71,290 shares; 2026Q1: 81,913 shares 81,913 $2.21M 0.04% +10,623 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,340 shares; 2024Q4: 24,042 shares; 2025Q1: 138,201 shares; 2025Q2: 122,684 shares; 2025Q3: 98,604 shares; 2025Q4: 70,414 shares; 2026Q1: 62,554 shares 62,554 $2.18M 0.04% -7,860 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,823 shares; 2024Q4: 8,032 shares; 2025Q1: 7,853 shares; 2025Q2: 7,254 shares; 2025Q3: 7,221 shares; 2025Q4: 7,265 shares; 2026Q1: 7,542 shares 7,542 $2.17M 0.03% +277 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,730 shares; 2025Q2: 9,695 shares; 2025Q3: 11,259 shares; 2025Q4: 26,879 shares; 2026Q1: 30,265 shares 30,265 $2.17M 0.03% +3,386 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,500 shares; 2024Q4: 28,042 shares; 2025Q1: 28,042 shares; 2025Q2: 28,042 shares; 2025Q3: 28,130 shares; 2025Q4: 56,082 shares; 2026Q1: 82,582 shares 82,582 $2.16M 0.03% +26,500 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,350 shares; 2024Q4: 47,596 shares; 2025Q1: 42,542 shares; 2025Q2: 33,493 shares; 2025Q3: 32,852 shares; 2025Q4: 24,886 shares; 2026Q1: 26,184 shares 26,184 $2.16M 0.03% +1,298 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,430 shares; 2024Q4: 6,685 shares; 2025Q1: 10,384 shares; 2025Q2: 11,321 shares; 2025Q3: 11,087 shares; 2025Q4: 12,465 shares; 2026Q1: 18,089 shares 18,089 $2.16M 0.03% +5,624 Timeline YPF YPF SOCIEDAD ANONIMA More: the full row for YPF SOCIEDAD ANONIMA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,251 shares; 2024Q4: 71,716 shares; 2025Q1: 31,929 shares; 2025Q2: 42,564 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,761 shares 46,761 $2.16M 0.03% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 1,656 shares; 2025Q1: not reported; 2025Q2: 1,839 shares; 2025Q3: 1,843 shares; 2025Q4: 12,899 shares; 2026Q1: 15,713 shares 15,713 $2.16M 0.03% +2,814 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,650 shares; 2024Q4: 6,932 shares; 2025Q1: 8,660 shares; 2025Q2: 9,520 shares; 2025Q3: 11,973 shares; 2025Q4: 12,083 shares; 2026Q1: 13,675 shares 13,675 $2.15M 0.03% +1,592 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,425 shares; 2024Q4: 123,943 shares; 2025Q1: 85,313 shares; 2025Q2: 68,982 shares; 2025Q3: 52,084 shares; 2025Q4: 48,893 shares; 2026Q1: 47,834 shares 47,834 $2.15M 0.03% -1,059 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,947 shares; 2025Q3: 16,322 shares; 2025Q4: 16,040 shares; 2026Q1: 29,734 shares 29,734 $2.14M 0.03% +13,694 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,528 shares; 2024Q4: 14,313 shares; 2025Q1: 14,939 shares; 2025Q2: 18,845 shares; 2025Q3: 18,829 shares; 2025Q4: 18,703 shares; 2026Q1: 18,675 shares 18,675 $2.13M 0.03% -28 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,882 shares; 2024Q4: 18,013 shares; 2025Q1: 33,973 shares; 2025Q2: 34,940 shares; 2025Q3: 40,228 shares; 2025Q4: 43,204 shares; 2026Q1: 14,578 shares 14,578 $2.12M 0.03% -28,626 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,438 shares; 2024Q4: 15,620 shares; 2025Q1: 15,525 shares; 2025Q2: 15,004 shares; 2025Q3: 15,043 shares; 2025Q4: 16,612 shares; 2026Q1: 18,328 shares 18,328 $2.11M 0.03% +1,716 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,393 shares; 2024Q4: 10,688 shares; 2025Q1: 10,736 shares; 2025Q2: 10,874 shares; 2025Q3: 26,764 shares; 2025Q4: 31,249 shares; 2026Q1: 31,805 shares 31,805 $2.1M 0.03% +556 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,868 shares 69,868 $2.08M 0.03% new Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,600 shares; 2024Q4: 38,200 shares; 2025Q1: 46,195 shares; 2025Q2: 54,692 shares; 2025Q3: 56,208 shares; 2025Q4: 48,195 shares; 2026Q1: 41,615 shares 41,615 $2.08M 0.03% -6,580 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,932 shares; 2024Q4: 12,966 shares; 2025Q1: 14,804 shares; 2025Q2: 15,657 shares; 2025Q3: 15,958 shares; 2025Q4: 17,203 shares; 2026Q1: 18,538 shares 18,538 $2.07M 0.03% +1,335 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,605 shares; 2024Q4: 23,136 shares; 2025Q1: 22,478 shares; 2025Q2: 21,223 shares; 2025Q3: 21,977 shares; 2025Q4: 39,191 shares; 2026Q1: 40,433 shares 40,433 $2.06M 0.03% +1,242 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,501 shares; 2024Q4: 120,501 shares; 2025Q1: 120,501 shares; 2025Q2: 121,400 shares; 2025Q3: 124,400 shares; 2025Q4: 124,532 shares; 2026Q1: 109,432 shares 109,432 $2.04M 0.03% -15,100 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,566 shares; 2024Q4: 18,936 shares; 2025Q1: 19,070 shares; 2025Q2: 17,745 shares; 2025Q3: 20,714 shares; 2025Q4: 22,125 shares; 2026Q1: 31,065 shares 31,065 $2.03M 0.03% +8,940 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,122 shares; 2024Q4: 14,885 shares; 2025Q1: 13,488 shares; 2025Q2: 13,453 shares; 2025Q3: 13,076 shares; 2025Q4: 10,923 shares; 2026Q1: 11,708 shares 11,708 $2.02M 0.03% +785 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,752 shares; 2024Q4: 121,781 shares; 2025Q1: 172,906 shares; 2025Q2: 175,275 shares; 2025Q3: 176,384 shares; 2025Q4: 137,187 shares; 2026Q1: 141,218 shares 141,218 $2.02M 0.03% +4,031 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,733 shares; 2025Q3: 22,017 shares; 2025Q4: 24,850 shares; 2026Q1: 30,349 shares 30,349 $2.01M 0.03% +5,499 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 103,806 shares; 2026Q1: 139,874 shares 139,874 $2.01M 0.03% +36,068 Timeline